OPTIMIZERS
Generate Optimal Portfolios With Ease
Access some of the world’s most powerful optimizers in an easy-to-use, cost-effective format.
No-Code Configuration
We’ve taken powerful optimizer technologies and embedded them into our platform, so you can build portfolios that reflect specific requirements, without interacting with the underlying optimizer. Use our no-code strategy designer to unlock the full power of optimization through a clean, intuitive interface.
Attractive Pricing Model
Tindeco’s pricing is variable and based on assets managed through strategies utilizing optimizers, not fixed fees. This lets you benefit from the same advanced technology used by the largest asset managers — at a fraction of the cost.
Seamless, Integrated Optimization
Tindeco’s optimizers are integrated with both the Investment Studio and Investment Manager, so you can combine them with other tools, data and logic available within the Studio. You can create strategies that run portfolios automatically or trigger actions through custom workflows such as pre-trade compliance.
Built-In Flexibility
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, with the level of customization your clients expect.
A SIMPLE PROCESS
How it works
Build Your Strategy
Drag and drop blocks to construct your complete investment strategy — including the Optimizer, data inputs, calculations, and execution components.
Configure the Optimizer
Select from a range of optimization models aligned with your goals, whether minimizing risk, maximizing returns, or tracking an index.
Test, Publish or Invest
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, all within the same platform.
HELPFUL INSIGHTS
FAQ
How is Tindeco democratizing access to optimization technology?
Tindeco has configured its optimizers so that they are fit for the purpose of portfolio contruction and strategy management. By embedding this capability into our no-code platform, we make institutional-grade tools accessible to a wider range of users and use cases. We also help our globally recognized partners reach new customers and address new use cases without having to build out additional sales and support teams.
What kind of objectives and constraints can I define when optimizing a portfolio?
You can 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:
– Weights in positions or groups of positions
– Number of positions
– Minimum trading sizes
– ESG ratings
– Portfolio risk metrics
– Allocations to risk from a risk budget
– Risk factor allocations
– Notional weights
– The Greeks
Additionally, Tindeco Studio supports transaction costs, minimum increments, and fractional share trading.