Performance enhancement

by helping de-noise your portfolio
and precisely align it with your intentional bets

One-stop decision-support platform

by harmonizing decision making, portfolio construction,
portfolio analytics and backtesting on one integrated platform

Precision and transparency

by harmonizing alpha factors with risk factors; and
mapping views precisely to a portfolio, and vice versa


Lattice EPD empowers you to rationally balance all considerations to discover your genuine investment objective


Given an objective, Lattice EPD empowers you to construct a portfolio precisely targeted on it


Given a portfolio constructed, Lattice EPD empowers you to assess the impact of each and every decision input, tweak your objective and fine-tune your portfolio

Awards and Recognitions

Grand Prize Winner

UKTI Hong Kong Fintech Award 2015

Best FinTech Gold Award

Hong Kong ICT Awards 2016

Hot Ten Listing

The 2016 FinTech 50


2016 Accenture FinTech Innovation Lab


Hermes Investment Management has completed the due diligence process, providing us comfort with Lattice EPD Platform’s full suitability for multi-view global equity strategies.

Active investing is view-driven. However, we are not aware of any other optimisers on the market that would allow us to robustly and flexibly utilise multi-source views to create an integrated strategy.

… 6 months of extensive proof-of-concept testing and active use of Lattice EPD Platform over a spectrum of strategies, …, we believe that Lattice EPD is pioneering a series of disruptive investment decision-support solutions that are novel and currently not available elsewhere on the market.

thumb Eoin Murray
Head of Investment
Hermes Investment Management, UK

As a new paradigm, Lattice’s product disoriented me at first, probably due to its high flexibility in being able to finely tune your portfolio.

Strategies are the essential raw materials but portfolio construction is the cornerstone step that makes your good ideas actually prove themselves to be true and uncover their true potential ... Lattice’s product is definitely the tool that would give more control and more sense to this final important layer of portfolio management process.

Thanks for making these technologies available to the professional fund managers we are.

thumb Swann Chmil, CFA
Head of Quantitative Fund Management
Fideuram Asset Management, Ireland

Lattice Elegant Portfolio Discovery (EPD) Decision-Support Platform is a very innovative and highly sophisticated solution solving a real problem by advanced and fast analytical engine. It is a great platform from regulator’s perspective and management. It sees good potential for fund management market. Also, the application of V2P (view-to-portfolio) concept is brand new to Hong Kong market.

thumb Comment from 2016 Hong Kong ICT Awards: Best FinTech Gold Award

Fund managers look set to benefit from technology that promises to give them unprecedented control over portfolio construction and management using the Lattice EPD Platform. Customers include Hermes Investment Management that runs the giant BT Pension Scheme.

thumb Comment from The 2016 FinTech50 Hot Ten listing

Collaborating organizations