CHERRIES - Use Cases

Three Audiences – One Engine

CHERRIES is designed as a general-purpose portfolio optimization engine that can be applied across multiple professional investment workflows.

While the underlying methodology and optimization logic remain consistent, the system can be deployed in different operating modes depending on mandate structure, regulatory requirements, and distribution model.

The use cases below describe three common deployment patterns, each reflecting a distinct institutional context rather than a separate product.

Funds & Asset Managers

Launch and operate quantitative strategies with full transparency.

Institutions & B2B

Embed portfolio construction intelligence into advisory and research workflows.

Platforms & B2B2C (White-Label)

Offer professional-grade portfolios under your own brand.

How the Engine Works

Market Data → Quant Ranking → Risk Modeling → Constrained Optimization → Portfolio Output

Mathematics defines structure
Statistics control risk
AI enforces constraints and scalability