Tracking & Rebalancing

 

Markets keep changing. The globe keeps turning.



Humanly impossible.

A global portfolio needs to be monitored 24/7. There is no time for sleep. No room for emotions. Billions of data to process per second.

It’s possible for SquirrelSave!

SquirrelSave will monitor your portfolio movements every moment, always knowing your risk appetite.

 
 

If SquirrelSave predicts that a change in your portfolio components will likely generate a better-predicted return for the same risk you are taking

SquirrelSave will make changes to your portfolio (“rebalancing”)

 







Dynamic Asset Allocation and Rebalancing

Dynamic asset allocation and rebalancing help to position the appropriate market exposure for each different asset class. To formulate the overall investment strategy, the F.A.M.E. model must consider several factors including portfolio deviation and client holdings, market conditions, transaction costs (including transaction fees and transaction time lags) for rebalancing.

With the Dynamic Asset Allocation and Rebalancing function, F.A.M.E. helps to control the downside risks versus major market indices so the client will not panic during any black-swan event.

Now, that’s Smart Investing

with AI & Machine Learning


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