Informa Investment Solutions Unveils New Asset Allocator Solution

WHITE PLAINS, N.Y., Sept. 24, 2015 /PRNewswire/ -- Informa Investment Solutions, announced today the release of its new cloud-based Asset Allocator application, a comprehensive asset allocation, optimization and portfolio simulation tool designed to meet the complex needs of investment professionals.

"Created with financial advisors, consultants, and plan sponsors in mind, Asset Allocator provides a dynamic solution for financial professionals charged with producing forward-looking model portfolios customized for clients with different profiles and risk tolerances," said Lac Vuong, Chief Product Officer at Informa. "Advisors have shared that they're looking for user-friendly, cloud-based solutions that offer increased functionality, and this is the first of many products that we're launching to meet that need."

Asset Allocator is built around asset modeling and forecasting. The interactive solution allows advisors, consultants, and plan sponsors to identify the optimal mix of assets based on the client's goals and risk tolerance. Additionally, wire houses will be able to set-up permissions for different groups (i.e. advisors, portfolio managers, etc…) using the solution complete with individual usernames and passwords.

Among its many features, Asset Allocator enables investment professionals to:

• Allocate assets with return/risk optimization to build portfolio-efficient frontiers using any of over 40,000 supplied indices
• Create efficient investment portfolios tailored to specific return/risk profiles, taking into account real-world investment constraints, individual investment styles and asset-class levels
• Compare portfolio allocations along the efficient frontier curve to illustrate the risk/return tradeoffs of various asset mixes
• Estimate the probability of meeting future wealth goals with various portfolios while considering user-defined inputs and cash flows

"Our extensive experience in modeling and forecasting shaped the development of Asset Allocator and the product will continue to evolve based on the needs of our clients," said Leno

Toich, Managing Director at Informa Investment Solutions. "We are committed to developing products that use technology to solve the problems facing the financial services community."

About Informa Investment Solution 
A market leader in intelligence and software solutions for financial institutions and investment professionals of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions is part of Informa PLC, a leading business-to-business knowledge provider serving International markets. Informa Investment Solutions has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://www.informais.com/.

Media Contact: 
Jessica Torchia
JCPR 
[email protected] 
(973) 850-7366 

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SOURCE Informa Investment Solutions

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