About
The Asset Allocation Layer
Forward-looking analytics for allocation decisions across markets, mandates, and investment horizons.
About
Solutions
Solutions for making better allocation decisions
We connect expected returns, risk, simulations, scenarios and portfolio construction within one consistent framework. Each tool is built on the same underlying framework, ensuring consistency from market assumptions through to portfolio decisions.
DesignStress testOptimiseIllustrative- Equities60%
- Bonds30%
- Private assets10%
- Expected return p.a.
- 5.9%
- Volatility
- 10.8%
- CVaR, worst 5%
- −17.9%
ATLAS Platform
Most investment technology is built around data, risk reporting or security selection. ATLAS is built specifically for asset allocation.
One engine, every horizonIllustrative1Y5Y10Y30YCorrelations- Expected return
- 4.9%
- Volatility
- 15.1%
Global equities
Modern CMAs
We have redefined CMAs from first principles - delivering the most modern estimates available with unrivalled flexibility
Scenario librarySoft LandingBroad-based improvement: moderating inflation, resilient growth, easing central banks, favourable risk-asset environment.
- Exp. return p.a.
- +6.4%
- Probability
- 25%
- 1Y
- 3Y
- 5Y
- 10Y
Scenario Lab
A forward-looking view on how markets change when the economic environment changes.
>>> paths = client.simulate( assets="all", horizon="10y", n=10_000)
# 10,000 paths × 120 months × 200+ assets
path month equity_us gov_uk +200 0001 1 +0.012 −0.003 … 0001 2 −0.004 +0.001 … 0002 1 +0.021 −0.006 … Allocation Engine API
Comprehensive simulated future paths that feed directly into your asset allocation decision-making systems.
Technology
A forward-looking engine for asset allocation
At the core of Allocation Strategy is a single engine that models the future opportunity set as one connected system.
Expected returns, risk, simulations and scenarios are built from an integrated forward-looking view of markets and economies, creating a consistent foundation from current market pricing through to portfolio decisions.
A forward-looking engine for asset allocation
At the core of Allocation Strategy is a single engine that models the future opportunity set as one connected system.
Expected returns, risk, simulations and scenarios are built from an integrated forward-looking view of markets and economies, creating a consistent foundation from current market pricing through to portfolio decisions.
Research
