Rigour
We take a rigorous research-driven approach to solving allocation and investment problems. Our backgrounds combine the best of investment management, central banking, and academia.
Who we are
Read about what we do, our team, and company values.
We are an analytics provider helping institutional investors to build more resilient, higher-performing portfolios. Our asset allocation technology transforms how investors make their most important investment decisions.
Our analytics combine decades of research, proven real-world deployment, and production-grade technology to deliver actionable insights across expected returns, risk modelling, portfolio construction, scenario analysis, and more. We work with pension funds, sovereign funds, reserve managers, hedge funds, asset managers, and other financial institutions worldwide.
Our Team
Pavol Povala
Chief Executive Officer
Pavol is Chief Executive Officer of Allocation Strategy. He leads the company's strategy, financing, and go-to-market efforts, and works closely with clients, investors, and partners to scale the business.
Previously, Pavol spent a decade at Norges Bank Investment Management, where he led the Investment Research team and built the firm's asset allocation and analytics platform. Earlier in his career, he was an academic researcher with publications in leading finance journals, and began his career developing fixed income indices and investment products.
Previously, Pavol spent a decade at Norges Bank Investment Management, where he led the Investment Research team and built the firm's asset allocation and analytics platform. Earlier in his career, he was an academic researcher with publications in leading finance journals, and began his career developing fixed income indices and investment products.
Michael Chin
Head of Research
Michael is Head of Research at Allocation Strategy. He leads the R&D activities of the firm and works closely with clients to develop solutions to complex asset allocation problems. He also manages the firm's Insights series.
Previously, he was Lead Researcher at Norges Bank Investment Management providing in-depth advice and analytics to investment committees and the executive board. Earlier in his career, he was an economist at the Bank of England, where he advised the Monetary Policy Committee on financial markets. His work is published in numerous institutional research outlets and journals.
Previously, he was Lead Researcher at Norges Bank Investment Management providing in-depth advice and analytics to investment committees and the executive board. Earlier in his career, he was an economist at the Bank of England, where he advised the Monetary Policy Committee on financial markets. His work is published in numerous institutional research outlets and journals.
Drew Barnden
Head of Technology
Drew is Head of Technology at Allocation Strategy. He oversees the development of advanced technical infrastructure for the delivery of models, data, and research for asset allocation.
He started his career at Norges Bank Investment Management, where he built the research and analytics infrastructure underpinning the firm's advanced asset allocation analytics.
He started his career at Norges Bank Investment Management, where he built the research and analytics infrastructure underpinning the firm's advanced asset allocation analytics.
Daniel Molloy
Client Solutions Lead
Daniel is Client Solutions Lead at Allocation Strategy, responsible for commercial strategy and institutional client engagement. He develops and executes the firm's go-to-market approach and builds long-term partnerships with institutional investors.
Daniel brings over 20 years of experience across institutional research sales, business development, and corporate finance. He previously spent close to a decade at Gartner Invest.
Daniel brings over 20 years of experience across institutional research sales, business development, and corporate finance. He previously spent close to a decade at Gartner Invest.
Gabriel Luchita
Associate Researcher
Gabriel is Associate Researcher at Allocation Strategy, and joined the firm in January 2026. He works on the development of the firm's analytics within the research team.
Tobias Sproehnle
Advisor
Tobias is an Advisor at Allocation Strategy. He is a serial entrepreneur and a recognised thought leader in benchmarks, indexing, data products, as well as financial market infrastructure.
Tobias has three decades of experience in financial markets. He currently builds PANTA, a SaaS company that is revolutionizing the index industry. Previously, he co-founded Moorgate Benchmarks, a white-label index calculation provider that was acquired by Morningstar. Earlier in his career, he was CEO of Thomson Reuters Benchmark Services, and held senior roles at London Stock Exchange, IHS Markit, and Deutsche Börse.
Tobias has three decades of experience in financial markets. He currently builds PANTA, a SaaS company that is revolutionizing the index industry. Previously, he co-founded Moorgate Benchmarks, a white-label index calculation provider that was acquired by Morningstar. Earlier in his career, he was CEO of Thomson Reuters Benchmark Services, and held senior roles at London Stock Exchange, IHS Markit, and Deutsche Börse.
Our Values
Integrity
We hold ourselves to highest standards and look after client’s interests and objectives. We are dedicated to providing asset allocation and macro investing solutions, to be able to provide unbiased and independent insights.
Excellence
We never compromise on quality of our work. We would rather reject new clients or delay deployment of models than deliver subpar output.
Innovation
We have a demonstrated ability to push boundaries, think out-of-the-box and be on the cutting edge in asset allocation research. This is not self-serving, we translate it to high quality solutions for our clients.