|Description||Investment and portfolio construction|
Floodlight is a portfolio construction and investment planning tool for financial advisers.
We believe that portfolios should be built on the basis of long-term asset allocations that are customized to individualsâ€™ unique needs. We also believe that thorough analysis and understanding of the portfolio is essential for long-term investing success. By examining how a potential portfolio would have performed in the past and how it might perform in the future, youâ€™ll be in a better position to tweak the portfolio so that itâ€™s optimally suited to your clientsâ€™ needs, and so that itâ€™s got a better chance of helping them achieve their goals. And, we believe that by helping your clients develop realistic expectations and a rational understanding of how their portfolios should perform, theyâ€™ll be in a better position to stay the course with confidence, through the inevitable market cycles.
Floodlight is built with these goals in mind: