Tailoring portfolio risk exposure for optimal
Custom solutions for enhanced portfolio management.
SmartB offers transparent, cost-effective risk optimization to improve portfolio management and boost alpha generation for our clients.
To ensure transparency, our team works in close collaboration with the client to create the final solution. The client’s capital market expertise is leveraged into the data design and modeling, thus ensuring the interpretability of the solution’s inputs and outputs.
Our solution analyzes market risk using qualitative data for risk modeling, validation and backtesting in order to produce more accurate forecasts of aggregate financial or economic variables that could affect the investment portfolio.
Our technology can weight allocations within an index to favor certain characteristics, such as sustainable dividends or low volatility, using mathematical models to analyze multiple datasets to identify patterns and insights as inputs in the investment decision-making process.
Although funds from all over the globe are being outperformed by benchmarks, Azzilon’s products are built to lead the way.
Of US funds have been outperformed by the S&P 500
Of Canadian funds have been outperformed by the S&P 500
Of European funds have been outperformed by the S&P 500