Penelope Institutional
The AI for your investment office.
From market analysis to portfolio construction and control, in a single environment.
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From market context to portfolio decisions.
Penelope supports the investment officer through every stage of the investment process, bringing together market intelligence, policy, optimisation and risk control.
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Analyse
Understand the market regime, expected returns and volatility.
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Define
Set the mandate's objectives, policies and constraints.
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Optimise
Build an allocation consistent with the objectives and constraints you have set.
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Control
Assess risk and possible rebalancing.
A portfolio built on your policy.
Turn objectives, constraints and market views into an optimised allocation, with risk metrics and a complete explanation.
- Consistent: With the mandate's objectives, policies and constraints.
- Optimised: With a quantitative engine that builds the allocation according to the chosen objective.
- Explainable: With weights, risk metrics and the proposal's rationale.