Dynamic portfolio allocation for a hedge fund

  • Situation

    A London based hedge fund manager dynamically allocates assets in different commodity indices. The investment size changes monthly depending on the corresponding risk and return.

  • Complication
    Given the four dimensional aspect of his dynamic investment: time, position size, risk (volatility) and return, it was difficult for the fund manager to analyze the data and to present it to the board.
  • Solution
    We built a playful representation for the investment progression through time. Each animated disk represented an index. The diameter represented the size of the position in this index, the location in the quadrant indicated the corresponding levels of risk and return. The disks change position every month in an animated display.
[title_pink bottom_margin="20" small_text=""]More details[/title_pink] [accordion style="2"] [toggle title="Indices used for the demonstration version"] [su_list icon="icon: arrow-circle-right" icon_color="#110d5a"] [/su_list] [/toggle] [toggle title="Interacting with the chart"] [su_list icon="icon: arrow-circle-right" icon_color="#110d5a"] [/su_list] [/toggle] [/accordion]

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