Private Markets & Liquidity

MPT Portfolio Efficiency Optimizer

Models the efficiency shift when moving from a public-only allocation toward private alternative asset classes. Scores the shift across three dimensions and reports the portfolio-type classification and efficiency score.

Allocation intake

Select one option per dimension. The result updates live.

Current public-equity concentration being shifted.

Private-market allocation ambition.

Illiquidity tolerance. Short is an automatic knockout.

Optimization result

Optimized

Private Optimal Blend

Efficiency score 250 / 250.

Efficiency breakdown

Public Stock Weight

High

80 pts

Target Alternatives Weight

Institutional

70 pts

Lockup Horizon

Long

100 pts

Total efficiency score

250 / 250 pts

Efficiency guardrail

This optimizer models the efficiency shift of a public-to-private allocation; it is not investment advice or a guarantee of returns. A passing result flags an allocation as efficient under the modeled horizon, not a recommendation to execute any specific transaction.

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