The Analytics Stack for Asset Allocation

Institutional investors face an enormous challenge when constructing portfolios. Asset allocation decisions are complex, even for seemingly simple questions such as how much risk to take, or whether to invest one asset class or region over another.

Strong analytical foundations are critical to consistently making rigorous, well-informed decisions. We refer to these foundations as the Analytics Stack. There are multiple layers of data and analytics that inform asset allocation decisions. These cover onboarding and managing data, constructing models and analytics, and generating the outputs that are used to make decisions.

At Allocation Strategy, our mission is to deliver a comprehensive, state-of-the-art analytics stack, that equips investors to solve their most complex allocation problems and build resilient, high-performing portfolios.