The new solution will translate the opinions of an investment firm into suggested âoptimalâ trades by combining input from the research department and/or the investment committee with the individual objectives and constraints of each portfolio. This innovative approach to decision support allows for the mass customisation of private client portfolios and the consistent roll out of investment sentiment across institutional funds.
Steve Edkins, DSTiâs COO, said, âWe took the strategic decision to work with Sapiens Tech, because the technology gives DSTi a unique offering in an under supplied segment of the asset management software market. Opinion driven portfolio optimisation is part of DSTi's long term vision for front office decision support. This functionality is not currently available in the market and will bring DSTi and our early adopter clients into a marketing leading position.â