We provide in-depth advice, research, and models to help our clients tackle complex asset allocation questions.
We have developed a novel approach to asset allocation that has been refined over decades of experience in the industry.
We ensure high research standards in all our work, and value the rigour that models and frameworks provide. We push the frontiers of industry and academic research on asset allocation and draw insights from other researchers and disciplines.
We use a suite of unified, proprietary, allocation models to understand assets. We uncover term structures of expected growth, risk-free rates, and risk premiums. This allows us to understand asset returns in terms of fundamental cash flow and discount rate drivers.
We ensure any asset allocation problem is approached by looking forward and avoid over-reliance on the past. We organize asset allocation by taking account of investors’ specific objectives, constraints, and risk tolerance.
We provide bespoke research and advisory services covering the full spectrum of asset allocation questions that require in-depth analysis.
We explore optimal strategic asset allocation that is tailored to individual investor needs.
We enable investors to explore tactical asset allocation using a consistent macro approach.
We help clients explore macroeconomic risks and conduct portfolio stress tests.
We help clients to explore risk-return properties and macro exposures of any portfolio of securities.
Our advisory services are supported by our Allocation Portal - a suite of allocation models - that provide a comprehensive framework for asset allocation.