Allocation Strategy

Research-driven asset allocation

We provide in-depth advice, research, and models to help our clients tackle complex asset allocation questions.

Our Approach

We have developed a novel approach to asset allocation that has been refined over decades of experience in the industry.

Research-driven

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.

Unified modelling

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.

Forward-looking

We ensure that any asset allocation problem is approached by looking forward and avoid over-reliance on the past. We organise asset allocation by taking account of investors’ specific objectives, constraints, and risk tolerance.

Allocation Advisory

We provide bespoke research and advisory services covering the full spectrum of asset allocation questions that require in-depth analysis.

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Strategic Asset Allocation

We explore optimal strategic asset allocation that is tailored to individual investor needs.

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Tactical Asset Allocation

We enable investors to explore tactical asset allocation using a consistent macro approach.

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Scenario-based Risk Assessment

We help clients explore macroeconomic risks and conduct portfolio stress tests.

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Bespoke Portfolio Analysis

We help clients to explore risk-return properties and macro exposures of any portfolio of securities.

Allocation Portal

Our advisory services are supported by our Allocation Portal - a suite of allocation models - that provide a comprehensive framework for asset allocation.

Coming Soon...

ALLOCATION STRATEGY

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