IMPORTANT: Aggressive portfolios won’t necessarily track the S&P 500, especially without U.S. large cap models. To track the index, designate a minimum allocation to large-cap models or pick a start date that covers at least three market cycles and includes a stretch when large caps outperformed (e.g., starting in 2010).

PLEASE NOTE: After building your portfolio, paste the PDF cover-page code into the Members Portal’s Allocation Tool to view selections.

The iQUANT.pro Portfolio Optimizer

The iQUANT.pro Portfolio Optimizer is designed to build historically efficient portfolios by leveraging iQUANT models, selected indexes, ETFs, mutual funds, and individual stocks—while targeting the historical volatility (standard deviation) of relevant benchmarks.

The goal isn’t a portfolio that is always optimal—none exists. Markets evolve and surprises are inevitable. Instead, we aim to find a combination of strategies that have worked well together, trusting history as our best guide.

Determine your client’s risk tolerance with the Risk Assessment Questionnaire.

How to read an Portfolio Optimizer Report: Here