Sherpa Funds Technology Patents Portfolio Management Tool
Portfolio management tool will help small and mid-sized investment managers align trading behavior with investor risk appetite.
ORS accounts for investors' preferences by using process engineering to match portfolio managers’ asset selections to long-term objectives. ORS is offered through web-delivered software-as-a-service access with direct Microsoft Excel interface for multiple users, and is available for a monthly subscription fee.
“ORS uses behavioural econometrics and advanced computational methods to account for investors’ risk tolerance, the portfolio manager’s investment skill and the long-term business goals of both parties," says Richard Waddington, the provider's founder and CEO. "This allows clear differentiation among investment products, while increasing control in the portfolio. As a result, there is greater focus on asset selection and better returns for investors.”
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