Financial asset & business capital weighting optimization

• Ease and flexibility of input, with embedded help prompts.
• Ability to specify the number of units held in each product or business.
• Specify minimum and maximum constraints for the optimized portfolio.
• Unique 'Maintain Current Return Level' option to ensure that return is not deteriorated at the expense of risk.
• Ability to modify the correlation matrix and portfolio dynamics prior to the optimization process.
• Intuitive graphical result display with Monte Carlo simulation, including probability analysis on specified 'Target' return level.

Requirements Windows: Excel 97-07 Mac OSX: Excel 2004	(US $18.00) Secure Processing	(requires Acrobat)

• Portfolio Performance Monitoring
• Multiple Regression Analysis and Forecasting