Asset allocation solutions for public funds

Sovereign wealth funds, reserve managers, and public pension institutions need access to sophisticated asset allocation analytics and tools. They are often also uniquely positioned within wider contexts where their asset allocation decisions need to be shaped by complex concerns beyond portfolio returns. For sovereign funds, this may involve liability commitments driven by fiscal budget contributions, inflow dynamics shaped by commodity revenues, or many other macro influences related to exchange rates, sovereign debt, and more. Reserve funds need to embed liquidity and safety objectives into their asset allocation decisions.

We deliver advanced solutions to help public investors tackle difficult long-term strategic and short-term tactical decisions. Our team has extensive experience with sovereign and reserve funds, and an appreciation for the institutional and governance contexts these investors operate in. Our analytics are designed to help public investors navigate risk-return trade-offs and make effective asset allocation decisions given these contexts.