How Inefficient is Your Portfolio?

Here is how you figure out.

  • Aggregate your investment accounts.

We aggregate your held away assets by linking your investment accounts. A holistic view of your holdings is the place to begin to discover strategic asset allocation inefficiencies.

  • Discover your economic and market risks.

Our proprietary technology searches, recognizes, classifies and instantly maps more than four million traded financial instruments to over fifty asset sub-classes. This helps you cut through funds and securities and see the world in terms of asset classes.

  • Compare your market views with others.

We monitor research from wirehouses, investment banks, consulting firms to help you arrive at consensus long term capital market assumptions. This becomes a valuable starting point for you to validate and express your own market beliefs.

  • Express your investing preferences.

We help you impose your constraints on specific asset type exposure, aversion or preference for illiquidity and alternative investments, your investing horizon, time varying risk preferences and other choices. This creates personalization.

  • Analyze and optimize your portfolio.

We highlight strategic asset allocation inefficiencies to enable comparison between recommended choices with your current allocation. This provides detached objective portfolio analysis.

  • Implement your portfolio.

Our proprietary order management system securely routes trade orders to your broker to execute. We further provide real-time portfolio data from your brokerage firm. This provides the most current picture of your portfolio’s forward-facing characteristics.

Author: Sameer_Jain

Partner. Sameer Jain is founder of FinTech ActiveAllocator.com, the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios. Prior to this he was Chief Economist & Managing Director at AR Capital. Before that he headed Investment Content & Strategy at UBS Alternative Investments. At UBS, he served as a non-voting member of the Wealth Management Research investment committee, and as a capital allocator was responsible for all illiquid investing including fund manager selection and due diligence across the platform. Prior to UBS he headed product development & investment research at Citigroup Alternative Investments that managed over $75 billion of alternative investments across hedge funds, managed futures, private equity, credit structures, infrastructure and real estate. Here he led a team that developed proprietary models for portfolio strategy and asset allocation with alternative investments, provided investment support and research to pension plans, sovereign wealth funds, endowments as well as internal clients including Citi Private Bank. Before this he was with Cambridge Alternative Investments and SunGard (System Access) where he travelled to over 80 countries for work across Europe, Asia, Middle-East and Africa. He has written over 30 academic and practitioner articles on alternative investments with thousands of downloads at SSRN, presented at over a hundred industry conferences and has coauthored a book, Active Equity Management. Mr. Jain has multiple degrees in engineering, management, public administration and policy and is a graduate of Massachusetts Institute of Technology and Harvard University. He is a recipient of the Alfred Sloan Fellowship and subsequently was a Fellow of Public Policy and Management at the Harvard Kennedy School of Government for a year. He holds Series 7 and 66 securities licenses.

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