| Description |
| The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. The unique design of the model enables it to be applied to either financial instrument or business portfolios. The ability to apply optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions. The key features of the Portfolio Optimization model include: Ease and flexibility of input, with embedded help prompts; Ability to specify the number of units held in each product or business; Specify minimum and maximum constraints for the optimised portfolio; Unique 'Maintain Current Return Level' option to ensure that return is not deteriorated at the expense of risk; and Intuitive graphical result display with Monte Carlo simulation, including probability analysis on specified 'Target' return level. |
| Supported languages: English |
| Supported OS: Win95, Win98, WinME, WinNT 3.x, WinNT 4.x, Windows2000, WinXP |
| Installation: Install and Uninstall |
| Requirements: Requires Microsoft Excel 97 or higher |
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| Release info |
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01/01/2005
New Release
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| Permissions |
You are able to make multiple copies of this model on the same computer. It is recommended to make a copy of the model before use so that an original 'clean' copy is accessible without the need to download a new one.
If you would like to run mutliple copies of this model on multiple computers within your organisation, please contact Excel Business Tools to request an enterprise edition of this model.
Excel Business Tools can be contacted online at http://www.excelbusinesstools.com/contact.htm |
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| End user license agreement |
EXCEL BUSINESS TOOLS MAKE NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, AS TO THE OPERATION OF THIS SOFTWARE OR THE INFORMATION, CONTENT, MATERIALS, OR SERVICES INCLUDED WITHIN IT.
YOU EXPRESSLY AGREE THAT YOUR USE OF THIS SOFTWARE IS AT YOUR SOLE RISK.
TO THE FULL EXTENT PERMISSIBLE BY APPLICABLE LAW, EXCEL BUSINESS TOOLS DISCLAIM ALL WARRANTIES, EXPRESSED OR IMPLIED.
EXCEL BUSINESS TOOLS DO NOT WARRANT THAT THIS SOFTWARE, ITS SITE, ITS SERVERS, OR E-MAIL SENT FROM ANY OF ITS AFFILIATES ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.
EXCEL BUSINESS TOOLS WILL NOT BE LIABLE FOR ANY LOSSES OF ANY KIND ARISING FROM THE USE OF THIS SOFTWARE, INCLUDING, BUT NOT LIMITED TO DIRECT, INDIRECT, INCIDENTAL, PUNITIVE, AND CONSEQUENTIAL LOSSES.
Further legal information can be found at http://www.excelbusinesstools.com/legal.htm |
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The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. Results display action required and probability analysis through Monte Carlo simulation
