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Optifolio
OptiFolio is next-generation software for strategic portfolio optimization based on Modern Portfolio Theory and Conditional Value-at-Risk. It offers...
Overview
OptiFolio is next-generation software for strategic portfolio optimization based on Modern Portfolio Theory and Conditional Value-at-Risk. It offers constrained global optimization, interactive efficient frontiers, Monte Carlo simulation, and flexible data capture. It is positioned as a specialized portfolio optimization solution developed by investment experts for mutual funds, pension funds, private banks, insurance companies, investment advisors, business schools, and individual investors.
General information
Firm type
RIA
Year founded
2009
Location
Region
Europe
Country
Switzerland
City
Houston
Corporate office
Geneva, Switzerland
Principals
Igor S. Olenicoff
Principal
Sector focus
Frequently asked questions
What is Optifolio's relationship to Olen Properties?
Optifolio functions as the investment management entity for the Olenicoff family, separate from the operating real estate company. Olen Properties Corporation, based in Newport Beach, California, remains the primary income-generating asset — owning and managing office, industrial, and multifamily properties — while Optifolio in Geneva handles portfolio allocation, fund commitments, and liquid-markets investing for family capital.
Does Optifolio invest directly in real estate or only through funds?
Both. The Olenicoff family maintains significant direct commercial real estate exposure through Olen Properties, which owns millions of square feet of income-producing property in the U.S. Sun Belt. Optifolio supplements this with limited-partner commitments to third-party private equity and venture capital funds, as well as public-market investment strategies.
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