Understanding LDIndex Portfolios
LDIndex Portfolio Construction
At the core of our portfolio construction are enhanced, multi-dimensional or factor engineered investment vehicles. These core investments are designed to optimize risk adjusted returns in a systematically scientific, low cost, tax efficient manner.
LDIndex portfolio construction is a “Core/Satellite” structure consisting of an optimal blend of non-proprietary Factor-Derived, Style-Derived Active and Passive (index) investment vehicles. Investment selection is done via a “truth-in-labeling” style-pure analysis involving complex quantitative screening procedures. We also consider qualitative criteria, such as an investment management firm’s “People, Philosophy, Process and Performance” criteria.
As investment managers, we use the Aladdin Risk Analyzer® to better understand portfolio risk and performance across asset classes to clarify our investment decisions.
Aladdin Risk Analyzer Tool
Aladdin Risk is the system we use at LDIntelligence to analyze risk in our LDIndex portfolio construction. The system combines sophisticated risk analytics, highly scalable processing capabilities and subject matter expertise to provide a comprehensive risk solution. It provides tools to help us understand portfolio risk and performance across asset classes to support informed investment decisions.
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