Investment more effective yet ever easier
Lattice Limited
World's first View-Driven Portfolio Optimiser that simplifies the complex portfolio selection problem into one clickWHY
At Lattice, we believe in more effective and transparent portfolio decision making.
HOW
Insights into hundreds of live large European, US and Asian fund investment processes; proprietary IPs distilled from decade-long collaborations and rigorous research; and potential clients' support and feedback.
WHAT
We deliver unified front-office platforms that support portfolio investment decisions in a crystal-clear, transparent fashion with analytical precision.
The Lattice EPD platform offers 4 engines:
1) Basket Generation: facilitates intuitive market database manipulations for arbitrary alpha factor generation;
2) Portfolio Construction: implements investment views, and soft or hard constraints, on stocks, factors, sectors and baskets into a readily-tradable portfolio (empowered by Lattice proprietary V2P) – first-ever view- / signal-driven portfolio optimiser;
3) Portfolio Analytics: visualises a given portfolio’s risk and return profile against stocks, risk factors, any alpha factors, and even views (empowered by Lattice proprietary P2V) - most comprehensive portfolio analytics tool; and
4) Backtesting: simulates the historical ‘performance’ of a strategy in terms of return, risk, stability etc., and stores historical portfolios, analytics and performance data;
By completely harmonising these 4 engines, EPD enables a new but desirable EPD Investment Process, which empowers investors to fine-tune portfolios so as to precisely and transparently capture intentional alphas and avoid unintentional risks.
Our infrastructure supports flexible means of delivery including user-friendly GUIs and proprietary APIs.
