Gsphere.net
This is an all equity portfolio comprised of investments to products representing all combinations of growth, value and balanced along with small cap, mid cap and large cap. The available balance poses a threat.
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Stocks and Bond
The level of balance in this portfolio is typical of the balance that can be achieved by investing in only stock funds and bond funds.
True Diversification®
Our True Diversification® process emphasizes depth of diversification by finding investments that perform independently of one another and combine to provide greater balance.
The Cornerstone of Gsphere is our 3D portfolio visualization, which facilitates understanding, objectivity, definitiveness and comparison of any portfolio or investment recommendation. The time has passed when professional investors could be blind to their portfolios True Diversification®. Gsphere’s 3D portfolio diversification visualizations will leave an indelible impression in the minds of your clients and prospects. You have a big advantage in competitive opportunities.
Portfolio Analytics
Gsphere.Net uses portfolio analytics not available anywhere else. You will soon find these analytics become an instrumental part of your investment process. Gsphere can integrate easily into your financial planning process and with it you can rapidly diagnose any portfolio, spot weaknesses and opportunities.
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Sophisticated and Automated Portfolio Backtesting
Gsphere has automated a walk-forward out of sample, multi-period backtest. This is the gold standard of portfolio and strategy backtesting that has removed all biases, so you can judge the veracity of the strategy, buy list or optimization protocol. Results of these tests can be used in reports. Includes designated combinations of reoptimizations and rebalancings for the most accurate and unbiased look back of any strategy or custom portfolio solution.
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Sophisticated and Automated Portfolio Backtesting
Gsphere has automated a walk-forward out of sample, multi-period backtest. This is the gold standard of portfolio and strategy backtesting that has removed all biases, so you can judge the veracity of the strategy, buy list or optimization protocol. Results of these tests can be used in reports. Includes designated combinations of reoptimizations and rebalancings for the most accurate and unbiased look back of any strategy or custom portfolio solution.
Amazing Proposals
Gsphere creates amazing proposals in a variety of report templates including 3D comparisons and factsheets. Gravity reports are engineered to retain our interactive three dimensional graphics right in the report. You can deliver the reports to clients and prospects in an email, or send them private, secure links to the website.
Amazing Proposals
Gsphere creates amazing proposals in a variety of report templates including 3D comparisons and factsheets. Gravity reports are engineered to retain our interactive three dimensional graphics right in the report. You can deliver the reports to clients and prospects in an email, or send them private, secure links to the website.
Integrate Your Own Securities
Your team has access to this research page which serves as a central repository for curating your investment universe. Create watchlists and define your investment universe, log notes, and forecasts. Monitor the positions including your watchlists. Easily link to outside research and prepare the portfolio candidate set for optimization.
Integrate Your Own Securities
Your team has access to this research page which serves as a central repository for curating your investment universe. Create watchlists and define your investment universe, log notes, and forecasts. Monitor the positions including your watchlists. Easily link to outside research and prepare the portfolio candidate set for optimization.
Updates & Future Development
Enhancements and updates that are generally available to our clientele are included at no extra charge for the term of the license. Gravity often produces several updates every month.
Embedding Gsphere.Net
Enable your prospects to reach you 24/7 on the Internet by delivering value and differentiating your practice. The embedding contains two elements: First, it enables the user to create any number of portfolios and grant linkable access to that portfolio from any webpage in their domain. Second, your custom branded Gsphere.Net may be embedded to any page in your website with guest level access. Guest access offers your visitors a secure and anonymous portfolio analysis experience. This portfolio analysis will often expose many diversification related deficiencies in the portfolio that the investor was likely not aware of. The visitor is then prompted with the opportunity to send the portfolio to you for a review, where upon you will receive an email notification and the investor’s portfolio will appear in your Gsphere.Net account for further analysis.
Embedding Gsphere.Net
Enable your prospects to reach you 24/7 on the Internet by delivering value and differentiating your practice. The embedding contains two elements: First, it enables the user to create any number of portfolios and grant linkable access to that portfolio from any webpage in their domain. Second, your custom branded Gsphere.Net may be embedded to any page in your website with guest level access. Guest access offers your visitors a secure and anonymous portfolio analysis experience. This portfolio analysis will often expose many diversification related deficiencies in the portfolio that the investor was likely not aware of. The visitor is then prompted with the opportunity to send the portfolio to you for a review, where upon you will receive an email notification and the investor’s portfolio will appear in your Gsphere.Net account for further analysis.
Embedding Gsphere.Net
Enable your prospects to reach you 24/7 on the Internet by delivering value and differentiating your practice. The embedding contains two elements: First, it enables the user to create any number of portfolios and grant linkable access to that portfolio from any webpage in their domain. Second, your custom branded Gsphere.Net may be embedded to any page in your website with guest level access. Guest access offers your visitors a secure and anonymous portfolio analysis experience. This portfolio analysis will often expose many diversification related deficiencies in the portfolio that the investor was likely not aware of. The visitor is then prompted with the opportunity to send the portfolio to you for a review, where upon you will receive an email notification and the investor’s portfolio will appear in your Gsphere.Net account for further analysis.
Support & Training
Front-end training, system customization, and setup are included. Support includes best practices for portfolio optimization but is never investment advice. Users have access to video training materials and online help resources. Unlimited email support and phone support within reason.
Custom Branding
With your Gsphere license, you may elect to have the system custom branded. The custom branding supports matched colors, custom links and logos to fully align with your firm’s brand.
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Custom Branding
With your Gsphere license, you may elect to have the system custom branded. The custom branding supports matched colors, custom links and logos to fully align with your firm’s brand.
Learn More
Fiduciary Risk Protection
Fiduciaries, who claim to have no knowledge about how diversification science works, are the people who create unnecessary fiduciary risk for their clients. “Failure to diversify your portfolio, within a recommended timeframe, increases your uncompensated risk. Subsequently, this act is a bona fide violation in the eyes of FINRA. As a fiduciary, your duties include exercising caution and accepting the responsibility to exercise the greatest amount of care and skill for each client. ” Regulators want each advisor to maintain an accurate accounting of each client interaction document, while utilizing a systematic approach. These elements are included within the Gsphere platform. Remaining compliant has never been this easy and felt so good.
Fiduciary Risk Protection
Fiduciaries, who claim to have no knowledge about how diversification science works, are the people who create unnecessary fiduciary risk for their clients. “Failure to diversify your portfolio, within a recommended timeframe, increases your uncompensated risk. Subsequently, this act is a bona fide violation in the eyes of FINRA. As a fiduciary, your duties include exercising caution and accepting the responsibility to exercise the greatest amount of care and skill for each client. ” Regulators want each advisor to maintain an accurate accounting of each client interaction document, while utilizing a systematic approach. These elements are included within the Gsphere platform. Remaining compliant has never been this easy and felt so good.
An Effortless Cloud Experience
With Gsphere.Net, your data is safe and secure in the cloud and accessible from any browser, device or operating system. Updates are regular and automatically applied. Market data is behind the scenes but there when you need it. Implementations can be customized for single users or teams, big and small.
Gsphere.net Portfolio Manager Feature List
Gsphere.Net Portfolio Manager has access to deep and powerful optimization faculties of Gsphere. You will have the ability to optimize portfolio in addition to the functionality geared for advisors: analytics, visualization, measurement, side-by-side comparisons, and proposal generation.
Optimization Policies
Shrinkage (James / Stein
Estimation)
Custom Shrinkage Targets
Correlation Calculation Options
Multi-Sampling
Sample Weighting
Ability to Set the Calculation
Dimension
Risk and Return Forecast Importing
Risk and Return manual
forecasting
Risk and Return forecast blending
Risk and return estimation logging
Position Constraints
Global Constraints
Risk & Return Estimation Floor
Risk & return Estimation Ceiling
Custom Hurdle Rate
Easy Saving & Retrieval of Policy
Trees
Risk Definitions
Monte Carlo Simulation
Resampling / Superposition
System Overview
Diversification Optimization™
Diversification Visualization
Diversification Measurement
Client Portal
Risk Profiling
Unlimited Clients
Unlimited Portfolios
Max Portfolio size = 200
Portfolio Entry by Allocation,
Shares, Value
Global Exchange Listed Products
US Mutual Funds
Indexes
Symbol Lookup
Custom Folders
Investor and Colleague Sharing
Website Embedding
Guest User Access for Lead
Generation
Reporting & Analytics
Custom Branding
3D pdf Generation
Excel Export
Profit & Loss Report
Correlation Matrix Report
Custom 3D Strategy Factsheets
Interactive Gsphere Graphics
Risk & Return Chart
Positions Chart
Return Table (Calendar or Trailing)
Risk Table
Diversificometers
Diversification Source Chart
Allocation Chart
Performance Vs Benchmark
Benchmark Statistics
Advanced Quantitative Data
Asset Performance Spark charts
Systemic Risk Measurement
Custom Blended Benchmarks
Risk & return Bubble Chart
Upside & Downside Capture
Alpha, Beta, R2 & Yields
Dynamic Multi-period Portfolio
Assembly