Eliminate Unintended Bets
Step 1
- In the Exposures → Trends view, quickly identify any factors which are outside your firm’s comfort level.
![](https://cdn.prod.website-files.com/633fe0e8040abd10fc9a3420/6391175f167ec255a3d324e0_Screen%20Shot%202022-12-07%20at%205.28.32%20PM.png)
Step 2
- In the Rebalance → Optimizer view, set factor targets such as HF crowding, short interest levels, and any trade constraints.
![](https://cdn.prod.website-files.com/633fe0e8040abd10fc9a3420/63911773fdc36f7e9c998873_Screen%20Shot%202022-12-07%20at%205.30.21%20PM.png)
Step 3
- Review the results in the Optimization Scorecard and drill down to further explore generated trades.
![](https://cdn.prod.website-files.com/633fe0e8040abd10fc9a3420/6391178216c6dd63452f66d5_Screen%20Shot%202022-12-07%20at%205.30.55%20PM.png)