Portfolio Studio, an AI-powered portfolio rebalancing solution designed for investment managers seeking control, efficiency, and scalability. With Sphere, investment professionals can set precise portfolio constraints tailored to specific strategies and achieve optimal rebalancing within seconds.

Seamless constraint customization: Portfolio Studio empowers managers to align portfolios with chosen strategies effortlessly. Set Asset Allocation Constraints by specifying minimum or maximum weights for individual assets or unique instruments. For risk management, implement Risk Constraints like value-at-risk to maintain portfolios within desired risk profiles.

Effortless scaling: Scale portfolio management in just a few clicks. Sphere’s AI optimizer rebalances thousands of portfolios simultaneously, all while aligning with customized goals and targets. You can incorporate your market insights or leverage Sphere's Market View for forecasted perspectives on asset classes, sectors, or markets, ensuring each rebalance aligns with your market expectations.

Targeted goals and enhanced client engagement: With Portfolio Studio, you set precise portfolio goals for specific assets, sectors, or categories to achieve desired allocations. For client engagement, Sphere provides Custom Commentary for each portfolio, summarizing profiles, risks, and exposures, and Market Outlook Commentary to keep clients informed on macroeconomic trends.