Eliminate Unintended Bets

Step 1

• In the Exposures → Trends view, quickly identify any factors which are outside your firm’s comfort level.  

Step 2

• In the Rebalance → Optimizer view, set factor targets such as HF crowding, short interest levels, and any trade constraints.

Step 3

• Review the results in the Optimization Scorecard and drill down to further explore generated trades.