One connected stack for
systematic investment workflows.

MethodTech connects risk modelling, alpha creation, portfolio construction, strategy testing, analytics, and wealth portfolio intelligence into one workflow for modern investment teams.

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Risk Model

Understand Risk

Alpha Machine

Build Signals

Portfolio Construction

Optimise Portfolios

Strategy Builder

Test Strategies

Wealth Management

Serve Clients

Analytics

Explain Outcomes

Products

How MethodTech Fits Into the Investment Process

Risk Model

Alpha Machine

Portfolio Construction

Strategy Builder

Analytics

Wealth Management

Start with what you own.
Solve for what you should own.

Portfolio Construction is built for teams that already have a portfolio, model portfolio, or selected list of stocks. MethodTech unfolds the portfolio’s current risks and exposures, then helps determine the right weight for each security based on the intended objective, constraints, and risk profile.

Most investment teams know which stocks they want to own. The harder question is how much of each stock they should own.

Equal weighting ignores conviction, risk, liquidity, benchmark exposure, factor tilts, and concentration. Manual weighting often hides unintended exposures. MethodTech’s Portfolio Construction workflow solves this problem by turning a portfolio or stock list into an optimised, risk-aware allocation. 

Users can upload an existing portfolio, start from a model portfolio, or work with a selected list of names. MethodTech then analyses current exposures, risk drivers, concentration, liquidity, and benchmark-relative positioning. From there, teams can define an objective and apply practical constraints to generate a cleaner target portfolio. 

Portfolio Construction starts with names you already own or want to own. It helps determine the right weights. Strategy Builder starts with rules, signals, objectives, and constraints. It helps build a repeatable investment strategy. 

Important Distinction
What It Helps You Do

  • Upload an existing portfolio, model portfolio, or selected stock list 

  • Understand current factor exposure, risk, concentration, and liquidity 

  • Optimise weights based on risk, alpha, tracking error, or exposure targets  

  • Apply constraints across position size, beta, factor exposure, turnover, liquidity, and active weights 

  • Compare current and optimised portfolios side by side