Investment & Portfolio Strategy

For financial institutions and investment teams, SimpleRose enables faster, more informed decision-making—whether balancing portfolios, modeling cash flows, or optimizing real estate holdings.

Our solver technology and modeling expertise can plug into your internal infrastructure or serve as the foundation for custom-built tools to drive smarter investment operations.

Key Use Cases

  • Multi-asset portfolio construction and rebalancing with risk and liquidity constraints
  • Capital allocation and investment strategy modeling
  • Real estate stacking and utilization optimization
  • Cash flow modeling under uncertainty and funding limits
  • Prime financing and securities lending optimization
  • Margin and leverage strategy optimization