by helping de-noise your portfolio
and precisely align it with your intentional bets
by harmonizing decision making, portfolio construction,
portfolio analytics and backtesting on one integrated platform
by harmonizing alpha factors with risk factors; and
mapping views precisely to a portfolio, and vice versa
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.
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.
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.