AI-Based Multi-Manager Fund Selection Tool
Desired Asset Allocation (%)
Total allocation must equal 100%!
Adjust the sliders to assign importance (weights from 1 to 100) to each fund selection criterion. Higher numbers mean more importance.
Top Recommended Funds:
Click "Run AI Selection" to see recommendations.
Multi-Manager Portfolio Summary:
Metric | Value |
---|---|
Initial Capital | |
Target Equity Allocation | |
Target Bond Allocation | |
Target Alternatives Allocation | |
Weighted Avg. 5-Yr Return | |
Weighted Avg. Expense Ratio | |
Weighted Avg. Manager Tenure |
AI-Based Multi-Manager Fund Selection Report
Portfolio Setup
Parameter | Value |
---|---|
Initial Investment Capital | |
Risk Tolerance | |
Investment Horizon | |
Number of Funds to Select |
Desired Asset Allocation
Asset Class | Allocation (%) |
---|---|
Equity | |
Bonds | |
Alternatives |
Fund Criteria Weighting
Criterion | Weight (1-100) |
---|---|
Historical Performance (5-Year Annualized Return) | |
Expense Ratio | |
Manager Tenure (Years) | |
ESG Score | |
Volatility (Standard Deviation) | |
Liquidity (Daily/Weekly/Monthly) |
Top Recommended Funds
Multi-Manager Portfolio Summary
Metric | Value |
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Note: This report provides hypothetical fund selections and simulated portfolio summaries based on user-defined criteria. It does not constitute financial advice or real-time market data. Past performance is not indicative of future results.