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 ®  

OUR FRAMEWORK

 

Hightree’s outcomes-based portfolio allocation technology puts risk in focus and empowers investment decision making

Allocate confidently

Inform trade-offs

Create value added solutions

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Put risks that matter in understandable terms

Move beyond efficient frontier analysis

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Pi Score® is the average probability of meeting investment objectives[i]

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Portfolio Eta™ translates improvements in Pi Scores to value creation

Employ advanced simulation capabilities for robust analysis of tail events and sequential drawdowns


Use standard or user-defined capital markets assumptions

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Flexible SaaS technology platform supports a wide variety of investment inputs and decisions

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Goal/objective weights

Asset allocation

Risk factor exposures

Investment products and custom solutions

Alpha assumptions

Payout algorithms

Tax strategies

✓ Fees and expenses

And more…

Graphs and content are for illustration only.

[1] See Pi Portfolio Management: Reaching Goals while Avoiding Losses” J. Cvitanic, S. Kou, X. Wan, and K. Williams, September 2019. http://ssrn.com/abstract=3444836

 

The information contained in this communication is provided for general informational purposes only and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security.  Past performance is no guarantee of futures results.  Any expected returns or hypothetical projections may not reflect actual future performance.  Portfolio performance is dependent on numerous factors, including personal and market conditions.  There can be no assurance that an investment or investment mix will perform in any predictable manner.

 
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