xyz軟體王

Morningstar EnCorr Portfolio Strategist v9.3 build 526-Lz0 英文正式版(資產分配策略和投資組合工具)

軟體簡介:



Morningstar EnCorr Portfolio Strategist v9.3 build 526-Lz0 英文正式版(資產分配策略和投資組合工具)






內容說明:
Morningstar EnCorr Portfolio Strategist是一款資產分配策略和投資組合工具。它結合
了當代最新的金融理論和實踐經驗，設計了創新的分析工具。

英文說明:
EnCorr Asset Allocation Strategy and Portfolio
Implementation Software

EnCorr combines the latest in financial theory and practice
with innovative tools for performance analytics, delivering
sophisticated investment concepts within an easy-to-use
application. EnCorr offers you flexible investment analysis
options, efficient and timesaving applications, and
centralized access to a wide selection of data. Analyze
historical performance data, develop and implement
your asset allocation policy with a variety of
investments, project wealth using Monte Carlo simulation,
and evaluate and monitor investment style and
performance.

Our Clients

Investment professionals use EnCorr to build optimal asset
allocation recommendations and produce portfolios mixed
with various risk/reward tradeoffs along the efficient
frontier. Our clients include endowments, foundations,
retirement plan providers, asset management firms, banks
and insurance companies. Investment consultants, RIAs and
portfolio managers find EnCorr a critical part of their
investment research.

Powerful Integrated Functionality

EnCorr integrates historical data analysis, strategic
asset allocation, forecasting, returns-based style
analysis, portfolio attribution, and a wide array of
statistical and graphical analyses into one powerful
application. EnCorr gives you the tools you need to support
your investment recommendations. Analyze
investment strategies and create portfolios that deliver
the highest return for a given level of risk, or the lowest
risk for a given return. Apply cutting-edge techniques
like resampling or the Black-Litterman methodologies to
greatly increase portfolio diversification, and
generate more robust performance. Perform historical
data analysis by sorting and analyzing return statistics,
userdefined performance periods, regression and
correlation. Proprietary and Third-Party Data EnCorr
provides you with access to the flagship Stocks, Bonds,
Bills, and Inflation?(SSBI? data, more than
12,000 third-party indexes, and, of course, global
investment data from Morningstar. In addition, clients can
access data from Beacon Research, Center for Research in
Security Prices (CRSP?, Dimson, Marsh, Staunton, JP
Morgan, and Hedge Fund Research, for additional fees. Use
these data modules or import your own. Currency convert-,
hedge- and inflation-adjust data series for the ultimate
flexibility.