Solution introduction

Construct personalized portfolios in mere seconds and bring the private banking experience to the retail scene.

Privé’s portfolio construction engine provides AI-driven assistance for building new personalized portfolios or optimizing existing ones in seconds. 

Portfolios are optimized according to a variety of qualitative and quantitative target metrics such as asset allocation, return, and volatility, as well as the end-client’s needs and preferences. This includes areas such as ESG tilts, regional and asset class preferences. Our patented AI genetic algorithm uses these preferences to generate the best, hyper-personalized portfolio from predefined investment universes. 

In addition, our engine provides clear and transparent reporting via a portfolio 'health score', which displays the portfolio's risk, return, and other metrics in an easily understood manner.

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