Portfolio Construction

Putting analytics and optimization into a virtuous feedback loop where insight drives allocation

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Finally, all of equity portfolio scienceanalyticsinsights delivered into one single platform.

Key Value Drivers of the Scientific Portfolio Platform

Portfolio Diagnosis

Assess any starting portfolio through our risk management, ESG integration, and climate solutions.

Investment Objectives

Define result-driven objectives and identify feasible constraints based on our independent analysis.

Dynamic Analysis

Easily alternate between live analysis and portfolio construction and benefit from a results-driven feedback Loop.

Portfolio Optimization

Intuitively explore the complex interactions between portfolio objectives and practical constraints.

Portfolio Validation

Validate your results according to your investment guidelines including risk budgeting, extreme risks, climate risks, ESG integration, climate alignment.

Scenario Simulation

Simulate your results out of sample
using advanced scenario analysis
to test resilience across market conditions.

Challenges We Help You Solve

Legacy Optimizers Weren’t Built for How Decisions Actually Get Made
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Designed for engineers and built to plug into order management systems, traditional optimizers fall short when used by portfolio managers. They don’t support the iterative, exploratory approach that real-world allocation demands.
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The Key Pillars of Portfolio Construction Are Scattered Across Separate Systems
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Decision-makers are often forced to juggle a patchwork of tools: risk modules, attribution engines, optimizers managed by separate teams, ESG data feeds, and climate integration systems, each operating in isolation.

High Cost for the Exploratory Stage in the Portfolio Construction Process
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Legacy full-scale portfolio construction platforms that integrate with OMS make sense at the execution level for large teams managing production workflows. But not for decision-makers who need flexibility, speed, and control during the trial-and-error phase.

Beta Features
(Pilot Program Available for Climate aligned portfolio, mitigating climate risk)

Build a Robust Climate Aligned Portfolio Mitigate or Hedge Climate Risks

Experience Scientific Portfolio Platform firsthand — self-register today or request a tailored demo to see how it strengthens your investment process.

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Getting Started With the Scientific Portfolio Platform

Create a New Project in your Secure Account and Add Instruments by

Choosing from thousands of funds, ETFs, indices at your disposal. Uploading time series and/or compositions through an intuitive interface.

Create Portfolios, Create or Generate Peer Groups, and Get Results Instantly

Start analyzing your portfolios instantly across risk, performance, climate, and ESG dimensions. Harness the power of analytics to drive risk/return efficiency, control sustainable impact, and align with climate objectives.

Compare Portfolios to Benchmarks and Peer Groups

Rank portfolios against a broad regional universe of live instruments, modify portfolios and compare before and after.

Turning Academic Rigor Into Measurable Portfolio Insights

Summary of Functionalities

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Investment Philosophy

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From Framework to Function: Inside the Platform’s Core Features

No Blind Spot, No Information Overload..

Assess any portfolio, covering all essentials in a single platform, including risk management, performance insights, ESG integration, and climate risks & alignment. In each dimension, focus on what truly matters and avoid useless information overload. Simulate what could have actually happened through an integrated what-if analysis.

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Analysis made for Trial and Error..

Create portfolios easily and organize portfolios into structured projects, streamlining workflow and collaboration with an intuitive platform built for scale. Get results instantly and assess allocation impacts. Perform before-and-after analyses to validate portfolio decisions and risk outcomes, ensuring transparency, compliance, and performance.

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Advanced Portfolio Optimization..

Implement the atomic optimization principle by adding one objective or constraint at a time. Clearly visualize results to systematically discover unforeseen interactions in the portfolio. Try it out in practice with helpful ‘helpers’ including minimizing risk or reducing carbon intensity, implementing ESG screening, maximizing factor quality and more.
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Getting Started With Scientific Portfolio Platform

Why Teams Choose Scientific Portfolio?

Start from a real portfolio, define objectives, apply constraints, and test alternatives, all in one place. Explore allocations through an interactive feedback loop that keeps analytics and optimization tightly connected so you can iterate without delay.

Our approach draws on leading academic research to support thoughtful portfolio design, not limited to optimization. You get robust models that help you understand trade-offs and constraint interactions, without losing flexibility or control.

We offer all key functionalities of legacy systems at a fraction of the cost. Our pricing is transparent, our service is personal, and our platform is designed to be both powerful and refreshingly simple.

Start Your Access to the Scientific Portfolio Platform

Once subscribed to the free version, set your password, and you’re in.

Start analyzing your portfolios instantly across risk, performance, climate, and ESG dimensions.

Harness the power of analytics to drive risk/return efficiency, control sustainable impact, and align with climate objectives.

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