Instrument Selection

select which investment products from the investment universe will be automatically pre selected in the defined portfolios instrument selection is presented in the deep alpha advisory platform (daap) read more about investment universe docid\ ojovcfbul8vttqk5mh4pm read more about portfolio model docid 8rlzoaqqlzqjbrpzmfebu the instrument selection assist you with ranking the investment products within each asset class and ensure that the best investment product is selected there are two way of defining instrument selection in deep alpha advisory platform (daap) manual instrument selection automatic instrument selection manual instrument selection users of daap has the opportunity to manually select which investment products that should be selected within each asset class this is a relevant use case if you already have a clear instrument selection performed by internal resources, investment consultants or similar set up the objective of the manual instrument selection is for us to ensure that daap reflects the decisions you have done regarding the selection when you are using the manual instrument selection you inform us about the selection at the time of implementation and any changes done the lifespan of your client relationship automatic instrument selection the automatic instrument selection functionality allows you to use quantitative metrices to assess and rank the investment products within each asset class these quantitative metrices are refered to as selection rules the objective of a selection rule is to express a mathematical expression that can be applied on a set of time series (instruments) to derive a ranking, where one time series (instrument) is intercepted better than another we have a set of predefined selection rules that you can apply on you investment universe these are categorized as momentum factors, risk factors and other factors momentum factors 744,372,248 6 false true unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type risk factors 744,372,248 false true unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type other factors 598,275,200 2 false true unhandled content type unhandled content type reach out to you quantfolio representative if you have questions regarding new factors reports whether you use manual or automatic instrument selection, you can generate a selection report that documents the ranking of each investment product, within each asset class this report contains the following information ticker of the product name category information inception date return data risk data ranking