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What is Optimal
Risk Sizing?

The Optimal Risk Sizing (ORS) process helps Portfolio Managers "take more of the risk they want and less of the risk they don't want". ORS fully expresses the value of a Manager's asset selection and analysis, whilst complying with the risk, themes and business goals of the Portfolio. ORS generates better returns and a more sellable portfolio. ORS allows Managers to offer a differentiated product to their investor base and has been used successfully to raise AUM in competitive bids. The ORS process uses advanced A.I.-type algorithms that construct practical, stable portfolios that optimally express the Managers' decisions.

ORS is a disruptive technology

It alters the process of investing in three ways:

Why optimal risk sizing?

Sherpa Funds Technology (SFT) is a Singapore based Company that provides game-changing
technology to Investors, Fund Managers and Traders

SFT’s Optimal Risk Sizing (ORS) technology improves the relationship between Investors and Managers. By creating a framework that unites the risk-taking with the risk selling, ORS gives managers a simple way to remove the tension around perceived mandate creep.
This technology addresses the ‘Sustainability’ problem in having Client Accounts: it calculates the amount of risk that can be taken by ANY INVESTOR to give the best chance of that Investor remaining active and have return streams that match the Investor’s risk profile.
ORS creates a process that reduces repeated conversations around unchanging factors, and allows Managers to focus on analysis, theme and risk.
ORS increases AUM by improving communications with the Investor, and reduces reputational risk by constructing portfolios that match the Investors goals. 


We are pleased to publish these papers that outline the Sherpa Funds Technology way of thinking.
These publications come from talks and conferences where we have explained our philosophy and the practical way
that we implement the mathematics that underlies our technology.


We are pleased to announce our collaboration with Eze Software.

About Sherpa Funds Technology

Sherpa Funds Technology (SFT) is a Singapore based company owned and managed by Richard Waddington, who has 20 years experience in Financial Markets as a Trader, Technology Entrepreneur and Business Head with Major Investment Banks.