Redefining Factor Investing
and Risk Management
Transform your investment workflow
Redefining Factor Investing
and Risk Management
Transform your investment workflow
WHAT WE DO
We equip financial professionals with an advanced solutions that combine comprehensive risk management assessment and an end-to-end investment workflow.
Powered by our proprietary Operations Research (OR) platform, family offices, banks, and asset managers can automate and optimize the entire investment process — from portfolio construction and risk evaluation to execution and monitoring, enhancing better client service and new revenue opportunities.
Full customization
Inclusion/Exclusion list
Thematic Titls
Customizable Factor Weights
Combination of Two or More Factors
Variable Diversification Requirements
Money FLow Also Taken Into Account
Turning automation into scalability and new business generation for financial institutions
Key Limitations in Risk, Operations, and Investment Practices
Financial institutions face increasing demand for automation, customization, and transparency yet most tools remain fragmented and outdated.
Three PAin POINTS
RISK ASSESSMENT
Risk assessment is difficult to enforce under a fully discretionary investment
approach.
MANUAL OPERATIONS
Manual operations undermine operational efficiency and practice
harmonization.
PASSIVE INVESTING
Widespread passive investing increases systemic risk.
Key Limitations in Risk, Operations, and Investment Practices
Financial institutions face increasing demand for automation, customization, and transparency yet most tools remain fragmented and outdated.
Three PAin POINTS
RISK ASSESSMENT
Risk assessment is difficult to enforce under a fully discretionary investment approach.
MANUAL OPERATIONS
Manual operations undermine operational efficiency and practice harmonization.
PASSIVE INVESTING:
Widespread passive investing increases systemic risk.
Key Limitations in Risk, Operations, and Investment Practices
Financial institutions face increasing demand for automation, customization, and transparency yet most tools remain fragmented and outdated.
Three PAin POINTS
RISK ASSESSMENT
Risk assessment is difficult to enforce under a fully discretionary investment approach.
MANUAL OPERATIONS
Manual operations undermine operational efficiency and practice harmonization.
PASSIVE INVESTING
Widespread passive investing increases systemic risk.
Technology Partners
We equip financial Institution
with hig-end Technology
ISORF is empowered by world class data and technology providers that ensure quality, reliability, and compliance at scale.
