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.