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Come selezionare azioni e costruire un portafoglio più efficiente | BTi
BTi Market Intelligence webinar

How to select equities and build a more efficient portfolio

Watch the full webinar recording and discover how BTi connects security research, portfolio construction and analysis into one workflow.

Webinar recording

Watch the webinar

The video demonstrates directly in the platform how to move from researching investment opportunities to building and analysing a portfolio.

1
Stock picking

How BTi supports your equity selection process

Equity Intelligence is designed to make security selection more straightforward and structured. BTi analyses broad equity universes and highlights situations exhibiting characteristics consistent with different research approaches.

Available approaches include Value, Growth, Quantitative and Momentum. The criteria vary, but the common approach is to identify stocks in which a particularly strong long-term structure is combined with relative or temporary price weakness.

ValueSolid Value fundamentals accompanied by relatively modest valuations or prices.
GrowthRevenue and earnings growth, profitability and quality of growth alongside relatively favourable valuations.
QuantitativeA favourable long-term quantitative profile accompanied by a period of relative price weakness.
MomentumStrong long-term relative strength combined with a period of temporary price weakness.

When these characteristics coexist, they create a divergence between the long-term structure and the price. BTi highlights this automatically, helping users narrow their research and identify stocks warranting closer examination.

EQUITY UNIVERSE → ANALYSIS → DIVERGENCE → SHORTLIST → FURTHER RESEARCH
2
Portfolio construction

How BTi helps you build an optimised, efficient portfolio

Once you have selected the securities, the next step is to understand how to combine them and how much weight to assign to each holding.

BTi Portfolio Analysis uses a quantitative approach to examine potential portfolio configurations and identify the most efficient allocations in risk/return terms, based on the selected instruments and the investor's objectives.

Expected returnAssess the expected contribution of individual positions and the overall portfolio.
RiskMeasure volatility and each position's contribution to total portfolio risk.
CorrelationsExamine relationships between instruments to understand how effective diversification really is.
Allocation weightsCompare alternative configurations to identify more rational, efficient combinations.

Tools such as the efficient frontier allow you to compare combinations and identify, at different risk levels, those with the highest expected return among the allocations analysed.

The webinar demonstrates the complete process in the platform, from security selection through portfolio construction and analysis.
Try BTi Market Intelligence

Apply the process to your own portfolio

Activate BTi with a seven-day free trial and use the tools demonstrated in the webinar. During your trial, you can also request an individual one-to-one session to help you set up the platform initially.

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Individual plans include a seven-day free trial. The first payment is taken when the trial ends unless you cancel during the free period. BTi provides analysis, research and market intelligence tools and does not constitute personalised financial advice.