Azzilon - Institutional Portfolio Management
Azzilon uses well-known methodologies, some of which are Nobel Prize-winning, to reduce the risk and/or enhance portfolio returns at low transaction and management costs. Azzilon's portfolio constituents are also prioritized based on their Environmental, Social and Corporate Governance scores. Measuring ethical impacts of underlying assets along with risk will always be key factors of its portfolios. Once a portfolio has been constructed, it can be used as a management tool or as an index portfolio.
Smart Beta Portfolios
Azzilon incorporates various methodologies, including Nobel prize-winning, to reduce risk and/or enhance portfolio returns whilst minimizing transaction and management costs. Additionally, the active management (rebalancing) of passive investments, results in the construction of Smart Beta Portfolios.
In order to enhance the risk-return ratio of its portfolios, Azzilon continually focuses on research & development. Artificial Intelligence and machine learning combined with proven methodologies, to maximize results are at the forefront of the approach.
The first step in Smart Beta Portfolio Construction is to define an investment objective; maximize the return on investment, to minimize the risk, or to maximize the relationship between risk and return.
With the above in mind, Azzilon constructs a Model Portfolio, from a predefined Investment Universe. Azzilon's portfolio constituents are also prioritized based on their Environmental, Social and Corporate Governance scores. Measuring ethical impacts of underlying assets along with risk will always be key factors of its portfolios.
The model respects liquidity, concentration, diversification and other constraints imposed by the investment objective. These “Portfolio Rules” will govern the Investment Strategy.