Important Deadline Approaching
This post explains how you can try out an institutional-grade implementation of the investment framework from the Portfolio Construction and Risk Management book.
The deadline for personal access to an institutional-grade implementation of the investment framework from the Portfolio Construction and Risk Management book1 is approaching.
I get many personal requests from people about trials of Fortitudo Technologies’ Investment Simulation and Investment Analysis modules.
However, I cannot simply grant you access to use the system with your employer’s data, because such agreements are highly regulated.
Hence, as an alternative we offer you the possibility to personally try out the system if you end up among the top 10 contributors to the Portfolio Construction and Risk Management book’s crowdfunding2 by 11:59 PM (GMT-8) February 2, 2025.
While the access is personal, you might be able to expense the contribution.
The price for trying out the system in this way will probably be just a small fraction of the price paid by institutional investors for their commercial use.
The personal trial also gives you an opportunity to assess if you want to initiate the process of getting access to the system through your employer.
How the trial works
You will get access the system from 11:59 PM (GMT-8) February 16, 2025 to 11:59 PM (GMT-8) May 16, 2025.
It will all run in the cloud, so it requires no local installation on your side.
You will log in using a GitHub account, which will be specified in the contract you sign regarding how you are allowed to use the system.
Potential ties are settled on a first-come, first-served basis. Therefore, you have an advantage if you make your first contributions early.
There are several people waiting on the side to make their contributions before the deadline, but it might not be the best strategy due to how ties are handled.
You can find the latest PDF version of the book and the current top 10 here:
Additional contributor benefits
If you contribute €100 or more to the Portfolio Construction and Risk Management book’s crowdfunding, you will receive a complimentary one-year paid Substack subscription to the Quantamental Investing publication.
This paid subscription will give you access to exclusive case studies using the investment framework from the book in addition to asking me questions through the Substack chat.
Finally, you can decide to be recognized as one of the people who contribute to pushing investment technology forward if you claim one of the significant contributor perks.
See how you make your contributions and avoid the platform fee in the video below:
Portfolio Construction and Risk Management post: https://antonvorobets.substack.com/p/pcrm-book
Portfolio Construction and Risk Management book’s crowdfunding: https://igg.me/at/pcrm-book