Morningstar EnCorr Portfolio Strategist v9.3 build 526-Lz0 英文正式版(資產分配策略和投資組合工具)





軟體簡介:



MorningstarEnCorrPortfolioStrategistv9.3build526-Lz0英文正式版(資產分配策略和投資組合工具)






內容說明:
MorningstarEnCorrPortfolioStrategist是一款資產分配策略和投資組合工具。它結合
了當代最新的金融理論和實踐經驗，設計了創新的分析工具。

英文說明:
EnCorrAssetAllocationStrategyandPortfolio
ImplementationSoftware

EnCorrcombinesthelatestinfinancialtheoryandpractice
withinnovativetoolsforperformanceanalytics,delivering
sophisticatedinvestmentconceptswithinaneasy-to-use
application.EnCorroffersyouflexibleinvestmentanalysis
options,efficientandtimesavingapplications,and
centralizedaccesstoawideselectionofdata.Analyze
historicalperformancedata,developandimplement
yourassetallocationpolicywithavarietyof
investments,projectwealthusingMonteCarlosimulation,
andevaluateandmonitorinvestmentstyleand
performance.

OurClients

InvestmentprofessionalsuseEnCorrtobuildoptimalasset
allocationrecommendationsandproduceportfoliosmixed
withvariousrisk/rewardtradeoffsalongtheefficient
frontier.Ourclientsincludeendowments,foundations,
retirementplanproviders,assetmanagementfirms,banks
andinsurancecompanies.Investmentconsultants,RIAsand
portfoliomanagersfindEnCorracriticalpartoftheir
investmentresearch.

PowerfulIntegratedFunctionality

EnCorrintegrateshistoricaldataanalysis,strategic
assetallocation,forecasting,returns-basedstyle
analysis,portfolioattribution,andawidearrayof
statisticalandgraphicalanalysesintoonepowerful
application.EnCorrgivesyouthetoolsyouneedtosupport
yourinvestmentrecommendations.Analyze
investmentstrategiesandcreateportfoliosthatdeliver
thehighestreturnforagivenlevelofrisk,orthelowest
riskforagivenreturn.Applycutting-edgetechniques
likeresamplingortheBlack-Littermanmethodologiesto
greatlyincreaseportfoliodiversification,and
generatemorerobustperformance.Performhistorical
dataanalysisbysortingandanalyzingreturnstatistics,
userdefinedperformanceperiods,regressionand
correlation.ProprietaryandThird-PartyDataEnCorr
providesyouwithaccesstotheflagshipStocks,Bonds,
Bills,andInflation?(SSBI?data,morethan
12,000third-partyindexes,and,ofcourse,global
investmentdatafromMorningstar.Inaddition,clientscan
accessdatafromBeaconResearch,CenterforResearchin
SecurityPrices(CRSP?,Dimson,Marsh,Staunton,JP
Morgan,andHedgeFundResearch,foradditionalfees.Use
thesedatamodulesorimportyourown.Currencyconvert-,
hedge-andinflation-adjustdataseriesfortheultimate
flexibility.