 |
 |
 |
|
Portfolio Optimization template
|
|
 |
|
 |
|
|
|
|
The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. The unique design of the model enables it to be applied to either financial instrument or business portfolios. The ability to apply optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions. The key features of the Portfolio Optimization model include: Ease and flexibility of input, with embedded help prompts; Ability to specify the number of units held in each product or business; Specify minimum and maximum constraints for the optimised portfolio; Unique 'Maintain Current Return Level' option to ensure that return is not deteriorated at the expense of risk; and Intuitive graphical result display with Monte Carlo simulation, including probability analysis on specified 'Target' return level.
|
|
|
Buy ($18.00) / Download (138.7 KB)
|
Excel, portfolio, optimisation, optimization, management, asset, allocation, personal, wealth, fund, sharpe, ratio, risk, optimal, weightings, return, capital, analysis, business
|
| Download |
Avg. User Rating |
Overall |
|
1%
|
-
|
-
|
| 47 / 3 (total / last month) |
| 08-11-2006 08:11:49 GMT |
| 01-01-2005 |
| English |
| Win95, Win98, WinME, WinNT 3.x, WinNT 4.x, Windows2000, WinXP |
| Requires Microsoft Excel 97 or higher |
| Install and Uninstall |
|
|
What users say: |
|
| JPEG Lossless Rotator 5.0 |
Rating:  |
| This thing is completely useless. Even Microsoft Paint can rotate image by 90 degree increments, which is all this does! |
| Typer Shark Deluxe 1 |
Rating:  |
| I Like it a lot... I want to play. Good and Its an excellent travel tool, which provide even sharability of the choosen deals with your loved ones. |
| Forex Strategy Builder 2.5.3.0 |
Rating:  |
| It's useful! FSB tests a strategy very fast, includes an automatic strategy generator.
It uses different method of bar interpolation and that make it very reliable. |
|
|
