AIPOM
The Engine of ISORF
At the heart of ISORF lies AIPOM, the Advanced Index-like Portfolio Optimization Models.
ISORF AIPOM consists in
Data feed
Elaboration capabilities
Embedded index methodology
Integration capabilities with respect to the user’s portfolio accounting system
Through its strategic agreements, can rely on the thorough data feed complying with the Keynesian Beauty Contest Theory:
Moneyflow
Institutional Support
ISORF AIPOM also provides the following:
Fine breakdown of ESG data
Shariah compliance characterisation
for Islamic Finance indices
Market-Neutral indices
Key Capabilities
Automation
From data ingestion to rebalancing and reporting
customization
Active investment styles aligned with each client’s strategy, mandate, and ESG rules
Analitics
Overall optimality checks and refined performance tracking
governance
Built-in audit trails and risk management features
Key Capabilities
Automation
From data ingestion to rebalancing and reporting
customization
Active investment styles aligned with corporate culture and mandates
Analitics
Overall optimality checks and refined performance tracking
governance
Built-in audit trails and risk management features
How
ISORF Works
ISORF operates through a fixed annual fee. The pricing policy is highly modular so as to adapt to different budgets and organizational (or mandate) complexity levels.
Deployment Options
ISORF software can be delivered in either of three ways:
Desktop
Application
Maximum power and control for advanced users
Cloud/
SaaS
Browser-based, API-integrated solution [wip]
Viewer
Mode
Simplified consulting access for multi-client management