ActiveAllocator Tech Improvement in 2019

ActiveAllocator is a MIT-Harvard-Technion-Yale -UCDavis alum founded WealthTech startup. We analyze and integrate traditional, illiquid and alternative investments to improve complex portfolios: This actual live screen capture here aggregates customers accounts across +15,000 banks, sources capital market inputs from +10 Wall Street firms, simultaneously analyzes +10 million asset allocations deployed across +4 million securities, within +50 granular asset sub-classes, personalizing target portfolio to +100,000 preferences, whilst executing seamlessly across +20 broker dealer systems. All done in under 2 minutes.

Active Equity Management

Active Equity Management provides a comprehensive understanding of technical, fundamental, and economic signals used in equities trading. It explores in detail how such signals may be created, rigorously tested and successfully implemented. Filled with practitioner insights derived from years of experience in the hedge fund industry, and supported with academic theory, Active Equity Management provides an in-depth review of basic financial concepts, examines data sources useful for equities trading, and delves into popular seasonal effects and market indicators. It also highlights best practices in model development, portfolio construction, risk management, and execution. In combining topical thinking with the latest trends, research, and quantitative frameworks, Active Equity Management will help both the novice and the veteran practitioner understand the exciting world of equities trading.