- This platform aims to help investment managers to carry out a more effective work with their clients and potential clients, as well as to modernize the needs of investors in constant evolution
- Investors can produce and compare two portfolios in parallel based on key parameters that will help them identify the underlying risks and look for opportunities to improve performance, revenue streams and / or management fees.
- Digital Portfolio Developer (DPD) works as a resource to analyze the existing asset holdings of a portfolio, helping to identify opportunities with the objective of improving results and performing stress tests on portfolios in a variety of market scenarios
By Funds Society, Madrid
The provider of ETPs and ETFs WisdomTree has announced the launch of the WisdomTree Investor Solutions platform, developed to help investment managers to carry out a more effective work with their clients and potential clients, as well as to modernize the needs of investors in constant evolution.
The program includes the Digital Portfolio Developer (DPD), an improved tool for building portfolios for investors. Available on the WisdomTree website for professional clients, the DPD functions as a resource to analyze the existing asset holdings of a portfolio, helping to identify opportunities with the objective of improving results and performing stress tests on portfolios in front of to a variety of market scenarios. Following the success of its launch in the USA and Canada in 2017, the DPD is now available in Spain.
“The asset management industry is currently undergoing a major change and we believe that technology is at the forefront to ensure that investment managers are well positioned to carry out more efficient and competitive work. We trust that this tool offers them the ability to optimize their investment decisions, which will give them more time to explore new ways of interacting with their clients, “said Frank Spiteri, Head of Distribution for Europe.
The DPD tool is characterized by four key factors. First, by testing stress scenarios. Using FinMason’s institutional-grade analytical tools, a FinTech firm specializing in the development of analytical investment variables, investors can compare the hypothetical returns of an original portfolio against a proposed portfolio during different market scenarios.
Another point to keep in mind is the comparison of portfolios. Investors can produce and compare two portfolios in parallel based on key parameters that will help them identify the underlying risks and look for opportunities to improve performance, revenue streams and / or management fees. It also highlights the fact that it is an open architecture platform. This tool includes more than 60,000 mutual funds and ETPs with analysis of holding levels and real-time calculations. Finally, another relevant aspect of the DPD tool is its usefulness. Investors can access their DPD on-demand without costs for the use of the tool and they can also save the analyzes as well as download the reports based on the results.
“WisdomTree is committed to providing investment managers with useful digital applications backed by high-quality analytical tools, and with thousands of users in the US and Canada, we know that the Digital Portfolio Developer is a useful tool to help analyze quickly and efficiently. easily the portfolios of customers and potential customers, “said David Abner, head of WisdomTree in Europe . “We believe that this technological solution allows investment managers to evaluate performance efficiently and perform certain types of stress tests, enabling them to also boost their business,” added the director of the financial institution.
In addition, the Investor Solutions program provides investment managers with market research material and access to experts in the areas of macroeconomics, retirement and recruitment, including Jeremy J. Siegel, Senior Investment Strategy Advisor of WisdomTree; Joseph F. Coughlin, PhD, founder and director of the Massachusetts Institute of Technology AgeLab and Randy Street, managing partner of ghSMART and best-selling author.
