SYSTEM AND METHODS FOR COMPLETING A PORTFOLIO ACCORDING TO A FACTOR BLEND ANALYSIS

摘要

The system uploads an existing portfolio and provides a synthesize process to determine how the existing portfolio fares against the factors disclosed above. The existing portfolio is scored and ranked, and factor results are provided. The user then inputs a target factor portfolio using the factors disclosed above. The existing portfolio is then compared against the target portfolio. The result is a completion portfolio to complement the existing portfolio and derive an overall exposure in line with investor objectives.