Once your data feeds are seamlessly and securely integrated into Concord’s platform, your organization will be able to perform numerous analytical tasks without having to key-punch data.

• Efficient Frontier portfolio optimization
• Monte Carlo testing and simulation
• Interactive Efficient Frontier analysis
• Portfolio back testing
• Investment manager optimization
• Asset class and sector optimization
• Individual securities and fund analysis
• Analysis criteria batch processing
• Comparison of mutual funds by risk/return
• Comparison of managers by risk/return

All analysis may be performed in a single or batch process at pre-defined intervals on an individual account and/or on groups of accounts.