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Eliminate Unintended Bets

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Portfolio Managers
Risk Managers

Step 1

  • In the Exposures → Trends view, quickly identify any factors which are outside your firm’s comfort level.  

Step 2

  • In the Rebalance → Optimizer view, set factor targets such as HF crowding, short interest levels, and any trade constraints.

Step 3

  • Review the results in the Optimization Scorecard and drill down to further explore generated trades.
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Marketing/IR
Analysts
Analysts
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Portfolio Managers
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Risk Managers

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