Optimizing portfolio capital weightings with the Excel portfolio optimization template combines asset allocation optimization and technical analysis constant optimization to maximize returns on financial investment portfolios. Portfolio rebalancing incorporates advanced options including risk assessment under Sharpe, Sortino and Omega ratios. Optimal trading strategies are established through backtesting of optimized technical indicator constant parameters.
Development and customization of high-level financial analysis and business intelligence applications, specializing in Excel integrated reporting.
Background and expertise includes corporate finance, analytical model building and statistical analysis for businesses.
Solutions are developed as generic as possible with the flexibility to be applied to future and alternative scenarios and robustness to accommodate flexible input assumptions and produce accurate results.