Services → Portfolio & Risk Engineering

Portfolio & Risk

Engineering

Build diversified portfolios with quantitative risk management. Properly size positions , allocate capital, and understand your true risk exposure.

Services

Position Sizing Models

Determine optimal position sizes based on risk tolerance and strategy characteristics

Fixed fractional

Volatility-based sizing

Kelly criterion

Risk parity approaches


Typical Pricing

$1,500 - $4,000

Timeline

1-2 weeks

Correlation & Diversification

Build portfolios that reduce risk through proper diversification

Correlation analysis

Diversification metrics

Strategy clustering

Regime-dependent correlation


Typical Pricing

$2,000 - $6,000

Timeline

2-3 weeks

Risk of Ruin Analysis

Calculate probability of catastrophic drawdowns and account blowout

Monte Carlo simulation

Ruin probability curves

Drawdown distribution

Capital requirements


Typical Pricing

$1,500 - $4,000

Timeline

1-2 weeks

Capital Allocation Frameworks

Systematic frameworks for allocating capital across multiple strategies

Mean-variance optimization

Dynamic allocation

Risk budgeting

Rebalancing rules


Typical Pricing

$3,000 - $10,000

Timeline

3-6 weeks

Allocation Approaches

Equal Weight
Simple equal allocation across strategies

PROS:

• Simple to implement

• No optimization required

CONS:

• Ignores risk differences

• Not capital efficient

Risk Parity
Allocate so each strategy contributes equal risk

PROS:

• Risk-balanced portfolio

• Stable allocation

CONS:

• Requires volatility estimates

• Can overweight low-volatility strategies

Mean-Variance
Optimize for maximum Sharpe ratio

PROS:

• Theoretically optimal

• Maximizes risk-adjusted returns

CONS:

• Sensitive to inputs

• Can be unstable

Kelly Criterion
Maximize long-term growth rate

PROS:

• Optimal growth

• Theoretically sound

CONS:

• Aggressive sizing

• Requires accurate estimates

Risk Budgeting
Allocate based on pre-defined risk budgets

PROS:

• Controlled risk exposure

• Flexible framework

CONS:

• Requires risk forecasts

• More complex

Conditional Allocation
Dynamic allocation based on market conditions

PROS:

• Adapts to regimes

• Can improve performance

CONS:

• Complex to implement

• Requires regime detection

Risk Metrics We Monitor

Value at Risk (VaR)

Conditional VaR (CVaR)

Maximum Drawdown

Drawdown Duration

Volatility (Standard Deviation)

Downside Deviation

Beta & Market Correlation

Tail Risk Metrics

Ulcer Index

Calmar Ratio

Sterling Ratio

Pain Index

Our Process

01

Strategy Assessment

Analyze individual strategy metrics and risk characteristics

02

Correlation Analysis

Measure relationships between strategies and market factors

03

Framework Design

Design allocation methodology based on your objectives

04

Implementation & Monitoring

Deploy framework with monitoring and rebalancing rules

Why Portfolio Construction Matters

Many traders focus exclusively on finding profitable strategies while ignoring portfolio-level risk management. This is a critical mistake.

Proper diversification can reduce drawdowns by 30-50% without reducing returns

Position sizing has more impact on long-term results than win rate

Risk of ruin analysis prevents account blowouts from overleveraging

Ready to Build Your Portfolio?

Schedule a free consultation to discuss your portfolio construction needs.