|
|
|
Portfolio Optimization
In category -
Business Finance SpreadSheets
|
The Portfolio Optimization model calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk. The unique design of the model enables it to be applied to either financial instrument or business portfolios. The ability to apply optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions.
The key features of the Portfolio Optimization template include:
- 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.
- Modify correlation matrix and portfolio dynamics before optimization process.
- Intuitive graphical result display with Monte Carlo simulation, including probability analysis on specified `Target` return level.
(Requires Microsoft Excel 97 or above)
| |
Visit Product's WebSite
|
|
| |
|
Do you want to link directly to this product page ?
Simply copy the html code below and paste it into your own web pages, blog or any other online pages |
<A HREF="http://www.top10shareware.com/top10_ht/portfolio-optimizati_8612-5.html">
<img src=" http://www.top10shareware.com/ttsw5.jpg"
border=0></A> |
|
More from this Author
Portfolio Optimization
The Portfolio Optimization model calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk. The un....
Project Management
The Project Planning and Management template is designed as a generic, affordable, Excel based solution to plan and manage any project. The ability to build the....
Multiple Regression Forecasting
The Multiple Regression Forecasting template provides a solid basis for identifying value drivers and forecasting data. While it utilizes a range of commonly e....
Investment Valuation
The Investment Valuation template is ideal for evaluating a wide range of investment and business case scenarios. While it is based on the traditional discount....
Real Option Valuation
The Real Option Valuation model encompasses a suite of option pricing tools to quantify the embedded strategic value for a range of investment scenarios. Tradit....
Customer Invoicing
The Customer Invoicing Template is an invoice template with the ability to store invoices, products and customers and perform advanced invoice sales reporting. ....
Portfolio Tracking & Monitoring
The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows t....
|
|
