Wealth Managers
Institutional-grade asset allocation for wealth managers.
Institutional-grade asset allocation for wealth managers
We provide an advanced model portfolio offering that gives wealth managers access to the benefits from institutional-grade allocation analytics. Our model portfolios reflect a coherent view across risk profiles, asset classes, and time horizons, tailored to specific mandates and constraints.
Allocation decisions are systematic and grounded in a disciplined process, ensuring consistency and rigour across portfolios. We deliver client-ready materials that explain positioning and performance. Clients and investment committees can see clearly how allocation choices relate to economic conditions and market outlook, supporting confidence and trust.
Key Features
Advanced model portfolio offering
Tailoring to mandates and constraints
Systematic asset allocation decisions
Client-ready reports and communication
How Wealth Managers Use AS Analytics
Advanced model portfolios
Institutional-grade model portfolios built off our advanced analytics.
Systematic asset allocation
Forward-looking, systematic strategic and tactical approach with explicit investment horizons.
Client-ready communication
Reports and tools that explain positioning and performance clearly, to understand asset allocations across market conditions.
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Related AS Insights
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How can institutional investors integrate geopolitical scenario analysis into their asset allocation processes?
Interpreting the recent rise in JGB yields
We break down the drivers of rising Japanese government bond yields.
What does the 100-year Austrian bond tell us about other asset classes?
Why equity performance didn't match the re-pricing of century bonds.