Who should use the Optimize investment portfolios workflow?
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
Execution Map
4-step pipeline — follow each step in order
1Setup · Step 1 of 4
Open task pageGather financial data
Collect and analyze comprehensive financial data from sources like LSEG Data & Analytics to build a solid foundation for portfolio optimization. This step ensures all relevant financial metrics and historical data are available.
Why this matters
High-quality input data is critical for accurate portfolio optimization, as incomplete or noisy data can lead to suboptimal decisions.
What you get
A clean, structured dataset of key financial indicators is prepared and ready for the optimization engine.
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2Input · Step 2 of 4
Open task pageRun portfolio optimization
Execute the core optimization algorithm using Goldman Sachs Asset Management's Digital Intelligence to generate an optimal asset allocation that balances risk and return according to investor goals.
Why this matters
This is the central step where the investment strategy is defined, directly impacting portfolio performance.
What you get
A preliminary optimized portfolio allocation is produced, showing target weights and expected risk-return profile.
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3Refine · Step 3 of 4
Open task pageValidate with market sentiment
Cross-check the optimized portfolio against current market sentiment data from Allianz Global Investors to ensure alignment with macroeconomic trends and investor mood.
Why this matters
Market sentiment validation helps avoid strategies that are out of step with the market, reducing the risk of underperformance.
What you get
A sentiment-adjusted recommendation that either confirms the portfolio or suggests minor tweaks for better alignment.
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4Deliver · Step 4 of 4
Open task pageDeliver final portfolio
Package the optimized portfolio with comprehensive market data analysis using Goldman Sachs Asset Management, producing a final report with supporting charts and risk metrics for stakeholder handoff.
Why this matters
Clear delivery ensures the results are actionable and can be implemented by portfolio managers or clients.
What you get
A finalized portfolio report including asset weights, expected returns, risk metrics, and market context is ready for distribution.
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