Optimal portfolios seek to minimize the risk of not having what you need, when you need it.
Nebo builds multi-level models, from asset class level down to security level.
Models reflect advisory firm’s investment philosophy and implementation.
Nebo is open architecture, both for implementation and market views.
Views have five components
Views are open architecture
GMO views are available, but not required.
CIO/PM can use GMO views, third parties, their own, or any combination.
Nebo integrates with Orion Eclipse via API
Clicking “Yes” sends target weights into Eclipse
Nebo’s model building capabilities are compatible with any multi-level model structure.
We are currently building integrations into other rebalancers, including Smartleaf, iRebal, Morningstar, and Black Diamond.