SPOTLIGHT ON INNOVATION
Feature Spotlight
Use our optimizer technologies to scale your business
In Tindeco Studio, you can access some of the world’s most powerful optimizers in an easy-to-use and cost-effective format. Optimizers can be a powerful tool to help you scale your business, and they are also an essential piece of the puzzle if you wish to provide custom investment solutions at scale.
Simplified Optimization at Your Fingertips
Using optimizers within the Tindeco Investment Studio is simple.
We’ve taken these powerful technologies and embedded them into our strategies and strategy templates so that you can build optimal portfolios taking into account your specific requirements without working directly with the underlying optimizer.
You can also access the optimizers within our no-code strategy designer so that you can access all of their power via the simple interface that we’ve developed.
Attractive pricing models
Ease of use translates into reduced operating costs for your business.
You also benefit from the attractive pricing models that we offer. We don’t charge fixed costs but rather variable fees that depend upon the assets you are managing with strategies that use the optimizers. This means that you can access the technology that large asset managers are using at a small fraction of the costs – which is only fair if you’re not managing trillions.
Integrated Optimization for Seamless Management
Tindeco’s optimizer technology is integrated with both the Tindeco Studio and the Manager.
That means you can use the optimizer together with other tools, data and logic available within the Studio to create strategies and let these strategies run your portfolio – automatically, or according to the custom workflows you require e.g. pre-trade compliance etc.
Flexible Optimization for Scalable, Customizable Solutions
Using optimizers within Tindeco lets you flexibly design and implement your desired investment process and manage a full range of investment solutions in a scalable manner – offering your client the degree of customization that you desire, and they require.
SIMPLE PROCESS
How it works
Build Your Strategy
Start by dragging and dropping the necessary blocks to construct your complete investment strategy, including the Optimizer block, ensuring you include all relevant data, calculations, and trade execution components.
Configure the Optimizer
Choose from a range of optimization models tailored to your goals, whether you aim to minimize risk, maximize returns, or track an index.
Test, Backtest, Invest or Publish
Once your strategy is complete, you can test its effectiveness, backtest it against historical data, or invest directly in the optimized portfolios. You can also publish your strategy for client use, streamlining the entire investment process.
HELPFUL INSIGHTS
FAQ
Why is this possible?
We’ve done a lot of work to configure the Studio optimizers so that they are fit for the purpose of constructing portfolios and managing strategies. And we are helping our powerful partners reach new customers and address new use cases without having to build out new sales and support teams so it’s a win-win-win for you, our partners and Tindeco.
What kind of objectives and constraints can I set when optimizing a portfolio?
Tindeco Studio allows you to set a variety of investment objectives and constraints. High-level objectives include minimizing risk, maximizing returns, and closely tracking an index. You can specify multiple objectives and assign weights according to their importance.
You can also set constraints on:
a) Weights in positions or groups of positions
b) Number of positions
c) Minimum trading sizes
d) ESG ratings
e) Portfolio risk metrics
f) Allocations to risk from a risk budget
g) Risk factor allocations
h) Notional weights
i) The Greeks
Additionally, Tindeco Studio supports transaction costs, minimum increments, and fractional share trading.