One connected stack for
systematic investment workflows.
MethodTech connects risk modelling, alpha creation, portfolio construction, strategy testing, analytics, and wealth portfolio intelligence into one workflow for modern investment teams.
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Products
How MethodTech Fits Into the Investment Process
Risk Model
Alpha Machine
Portfolio Construction
Strategy Builder
Analytics
Wealth Management
Start with what you own. Solve for what you should own.
Portfolio Construction is built for teams that already have a portfolio, model portfolio, or selected list of stocks. MethodTech unfolds the portfolio’s current risks and exposures, then helps determine the right weight for each security based on the intended objective, constraints, and risk profile.
Most investment teams know which stocks they want to own. The harder question is how much of each stock they should own.
Equal weighting ignores conviction, risk, liquidity, benchmark exposure, factor tilts, and concentration. Manual weighting often hides unintended exposures. MethodTech’s Portfolio Construction workflow solves this problem by turning a portfolio or stock list into an optimised, risk-aware allocation.
Users can upload an existing portfolio, start from a model portfolio, or work with a selected list of names. MethodTech then analyses current exposures, risk drivers, concentration, liquidity, and benchmark-relative positioning. From there, teams can define an objective and apply practical constraints to generate a cleaner target portfolio.
Features
Portfolio Settings
Select or Upload Portfolios
Access previously created portfolios through the Select Portfolio section or upload new portfolios directly into the platform for further analysis and optimization.
Maintain multiple portfolio iterations, track modifications, and manage portfolio versions from a centralized workspace.
Quickly retrieve existing portfolios for review, rebalancing, or strategy updates without rebuilding them from scratch.
Portfolio Analysis
Evaluate portfolios using the Portfolio Analyzer, which provides detailed insights into performance, risk, factor exposures, holdings composition, drawdowns, peer comparisons, and portfolio characteristics
Understand the drivers of portfolio returns and risk through comprehensive analytics before making allocation decisions.
Compare portfolios across multiple dimensions to identify strengths, weaknesses, and opportunities for improvement.
Mean-Variance Optimization
Enhance portfolio construction using the Mean-Variance Optimizer, which helps balance expected returns against portfolio risk while respecting investment constraints.
Adjust security weights, rebalance allocations, and optimize portfolios based on predefined objectives, risk budgets, and exposure limits.
Test updated allocations and evaluate the impact of optimization decisions before implementing changes in production portfolios.