Advanced risk-rated
model portfolios

We provide our financial expertise for three purposes: to manage data analyses, to develop a consistent service to support your investment process, and to obtain a variety of strategies for different goals and profiles.


We have developed a selection process for allocation that includes and combines quantitative (e.g. ratio analysis, proprietary methods) and qualitative (e.g. due diligence) analysis in over 10,000 regional and global funds in order to identify the best in each core category.


Collating relevant information for investment committees, internal audits and regulatory compliance. As a result, end-customers meet their expectations through customised, transparent and cost-efficient services.

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RISK
PROFILE DEFINITION

Customer risk profiling to determine risk-aversion and its trends

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ASSET
ALLOCATION

In-house development based on the volatility target approach

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MONITOR
AND REPORTING

Regular monetisation of model portfolios

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CONSTANT
FOLLOW UP

Periodic reviews and adjustment

Product Overview

How

Partnering with TechRules means working side-by-side with the decision-making team to deal with your specific investment-management needs.

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Why

We have an experienced team available to provide a more efficient investment process. Our experienced team has the know-how to be applied at all stages of the investment process, developing a wide range of reporting services for commercial, investment, audits and regulatory purposes.

What

Risk-rated portfolios and a top-tier investment consultancy service: enjoy the same robust, disciplined investment processes that you would of TechRules that combine cost-effective and easy integration.

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Would you like to know
more about Model
Portfolio Services?

Download our guide to learn more

Download PDF
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Benefits with Model Portfolios

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Innovative methodology

Best-in-class portfolio construction techniques, long-term, dynamic approach

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Individual consultancy

High-quality model portfolio configuration linked to individual investment policy

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Global support

Accurate and structured consultancy throughout the process: from creation through to upkeep of the portfolios

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Cost effective

Reduce tasks and add value to customers

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Questions?
We have
answers