LENSELL Launches Asset Allocation Optimisation Service, Empowering Financial Professionals to Maximise Returns and Mitigate Risks
Melbourne, Australia – 5th March 2025 – LENSELL, a leading innovator in financial technology, today announced the launch of its cutting-edge Asset Allocation Optimisation Service. Designed for busy investment advisors, fund managers and wealth management firms, this unique service leverages advanced data analytics and AI technologies to provide personalised, research-driven insights for optimised portfolio management.
In today's volatile markets, achieving consistent investment returns while mitigating risk is a critical challenge for professionals when time is a major constraint. LENSELL's new service offers a comprehensive solution that includes detailed portfolio analyses, identification of efficient asset allocations and recommendations on asset allocation adjustments that could improve the chances of good returns in bull markets and reduce the risk of loss in downturns - all with a fast turnaround.
"We understand that time is a valuable asset for professionals." added Dr. Laura Rusu, CEO & Founder of LENSELL. "Our service allows busy portfolio managers at all levels to leverage research-driven, advanced portfolio optimisation technology without sacrificing their valuable time. We provide the insights, and they maintain the decision power and control over execution."
Key Features and Benefits:
Comprehensive Analysis Report: Delivers detailed reports with actionable recommendations for allocation adjustments towards efficient portfolio positions.
Flexible Scheduling: Offers on-demand, monthly, quarterly, semi-annual, and annual optimisation options to suit different professional needs.
Enhanced Risk Management: Mitigates portfolio risks with granular diversification view and optimisation of the portfolio risk-return position.
Full Control: Professionals retain complete control over their portfolios and implementation of the recommended adjustments for optimised allocations.
This service is ideal for:
Investment Advisors and Wealth Managers who can streamline workflows and save time on complex calculations as they personalise holdings allocations for their demanding clients.
Investment Fund Managers whose funds performance is continually scrutinised. Making use of novel technology helps them get that extra alpha.
Super Fund Trustees who need to ensure compliance with regulatory risk mitigation requirements, and to increase the expectation of good returns for their members.
LENSELL's service for professionals has the potential to significantly improve portfolio performance, as demonstrated by an average CAGR increase by 5.32% among professional clients who used optimised allocations, in the past 12 months. To learn more about LENSELL's Asset Allocation Optimisation Service, view several optimised portfolios live and schedule a free consultation, visit our website.
LENSELL empowers investors at all levels with the tools they need to make informed decisions at any point during their investment journey, democratising access to novel financial insights and technology. It provides a user-friendly, research-driven investment decision-support platform that leverages the latest data science, analytics and AI technologies.
LENSELL website: lensellgroup.com
