Allocation Advisory
Bespoke research and advisory services for tackling complex asset allocation questions.
We provide bespoke research and advisory services for institutional investors, asset managers, sovereign wealth funds, pension funds, central banks and family offices. We develop and provide access to sophisticated models for institutional investors to upgrade their asset allocation approaches. We approach any asset allocation question with in-depth analysis, facilitated by the AS Asset Market and Macro Model (ASAMM), our suite of asset allocation and macro models.
We understand that investors are held to account by key stakeholders. Asset allocation approaches need to be intuitive and easy to communicate. We constantly strive to condense information and explain models in the simplest possible terms. We understand that modelling sophistication alone is insufficient for impacting investment approaches.
We work alongside our clients in solving their biggest asset allocation questions that often require bespoke research and modelling. Key areas of asset allocation work include:
We explore optimal strategic asset allocation that is tailored to individual investor needs. We model investor-specific objectives and risk constraints. We provide a forward-looking and intuitive representation of risk-return trade-off for relevant asset allocation alternatives and explore the optimal asset class rebalancing strategies.
We enable investors to explore tactical asset allocation using a consistent macro approach, and to build strategies that are consistent with their strategic asset allocations.
We help clients explore macroeconomic risks and conduct portfolio stress tests. Starting with current market pricing, we generate macro scenarios by jointly shifting key macro drivers and mapping them to asset returns.
We help clients to explore risk-return properties and macro exposures of any portfolio of securities.