HOW ERO Works
TRANSFORMATIve STRATEGIES To MANAGE VOLATILITY,
MITIGATE RISK AND GROW ASSETS.
Transformational investing
ERO is a powerful platform which models portfolios using
Nobel Prize winning concepts and robust analytics to -
#1 Quickly construct return-driven investment strategies
#2 Improve performance and accelerate asset accumulation
#3 Eliminate poor performing investments
#4 Offer more accurate investment strategies
THE ERO OPTIMIZER
The Optimizer is unrivalled in power, accuracy,
flexibility, international capabilities and ease of use.
It eliminates manager selection guesswork, works with any family of funds or manager platform and increases the probability of success by tailoring each portfolio to the investor’s specific goals.
The ERO Optimizer incorporates academic breakthroughs by top financial experts—including Nobel Prize winners William F. Sharpe and Daniel Kahneman— with today’s most advanced statistical models to identify individual mutual funds and investment managers to structure optimal portfolios.
Construct multi-asset portfolios designed to
achieve specific rates of return
Eliminate asset allocation corruption by minimizing
active manager style drift
Determine the optimal mix of active and passive investments
to provide the highest risk-adjusted returns
Actively monitor portfolios and
provide goal-driven reviews
A Next-Level Advancement
The powerful Optimization engine evolves asset allocation and portfolio construction beyond Modern Portfolio Theory to a new level of success probability using the most stringent statistical analysis tested over 25 years.
By avoiding underperformance, the ERO Optimizer is significantly more robust and accurate at managing downside risk than current industry standards relying on Modern Portfolio Theory (MPT) and the Mean-Variance (MV) framework.
The Optimizer is an important advancement that delivers
better analytics, better-built portfolios and better financial performance.
The ERO Calculator
The Calculator matches the financial strategy to a client’s goals
The innovative ERO Calculator helps Financial Advisors decide on the optimal investment strategy for their clients in minutes.
It does this by collecting a few data points including a client’s age, salary, asset value, contribution and goals, and determines which portfolio – from conservative to aggressive – is needed to achieve an investor’s financial goals.
The ERO Calculator is internationally applicable and uniquely adjusts equity exposure to determine the most appropriate financial strategy.
experience the ero difference
Talk to us and learn how ERO can help you access a better way to
eliminate investment uncertainty and grow assets.