For the first time ever, our proprietary technology naturally resolves the Industry's classic billion-dollar puzzles, such as
- How to remove 'unintentional noises' while maintaining 'intentional bets'?
- How to add 'alpha' to an existing strategy without overlap?
- How to differentiate 'skill' from 'luck'? and more...
due to precision and transparency breakthroughs, just as nanotechnology does to healthcare. Wondering how?
What are directly observable (the Market Space) are trivial
i.e., stock names, market capitalization of companies, accounting ratios, news, etc.
What are important to investors (the Utility Space) are unobservable
i.e., performance and risks
Lattice conquered the Utility Space
... much like how human beings conquered the Nano world. Nowadays, given a portfolio, Portfolio Analytics solutions help us 'visualize' its strengths and weaknesses, but existing Portfolio Construction technologies rarely help precisely address those weaknesses due to a lack of 'manipulation' technology. Lattice V2P technology, for the first time ever, rightly solves this problem and enables investors to complete the portfolio construction cycle with unprecedented precision, transparency and flexibility.
Practitioners design portfolio management processes suitable for their purposes. However diversified they are, professional portfolio construction processes typically involve 4 critical tasks:
screening from a universe for stocks that fits target exposure and budget.
allocating capital between stocks to achieve certain return-risk profile.
examining the return-risk profile of a portfolio.
simulating a strategy in historical environment to see how it could have ‘performed’ (in terms of return, risk, stability etc.)
THEORETICAL AND PRACTICAL ELEGANCE
Lattice rightly facilitates the above tasks with 4 corresponding modules: Basket Generation, Portfolio Construction, Portfolio Analytics and Backtesting. Each module embraces our state-of-the-art IPs and intuitive interface design, ensuring precision, transparency and a pleasant user experience. By harmonizing the 4 separate modules in a single integrated framework, Lattice EPD platform potentially adds value to all possible alpha-generation, risk-management and trading processes.