Liquid Decisions ‘Confidence’ Process

Optimization process

• Define actions to adjust portfolio from current profile to target profile 

• Define the Factor Universe 

• Define your portfolios

• Determine Factorization profile of each portfolio

• Define target profile

• Model evolution every 4 months

Areas of Impact

• Alpha 

• Profit 

• Environmental and Sustainability efforts

• Social Responsibility 

• Governance 

• Trust