Multi-Asset Strategies
(Asset Managers)

Portfolio management services for fund managers with multi-asset investment mandates.


Portfolio Managers comprising multi-asset allocations serviced globally.


Asset allocation models built for global asset managers.


Man hours worth of experience assisting multi-asset fund managers.

Solutions Portfolio

Portfolio management, asset allocation and analytics for global multi-asset Fund Managers.

Performance Analytics

  • Performance attribution analysis
  • Top-down/bottom-up attribution
  • Factor-based attribution
  • Allocation and selection effect assessment
  • Returns contribution analysis
  • Interaction, management effect analysis

Fund/Portfolio Analytics

  • Proprietary screens creation & maintenance
  • Manager profiling, due diligence
  • Performance measurement
  • Portfolio trackers
  • Commodities price & forecasts trackers
  • Industry metrics comparison
  • Insider trading activity tracking

Risk Solutions & Custom Research

  • Risk indicator monitoring
  • Risk profiling & reporting
  • Credit & equity portfolio risks
  • VaR modeling
  • Scenario analysis
  • Investment hypothesis testing
  • Derivatives research — currency and interest rates
  • ABS/MBS screening

Asset Allocation Modeling

  • Asset and security selection
  • Statistical simulation
  • Index creation and maintenance
  • Index back-testing
  • Back-testing and stress-testing
  • Portfolio construction & maintenance

Our Experience

North America 10,000+ man hours of analyst experience in the North American region across mid-to-large sized asset management firms that invest across the traditional asset class universe
Western Europe 50+ asset allocation models built across asset classes traded in Europe
5,000+ analyst hours of experience in multi-asset portfolio maintenance services including benchmarking and performance analytics
Africa & Middle East 50+ portfolios serviced for large and small ME-based Asset Managers investing in both traditional and alternate asset classes
Experience in index construction, benchmarking and back-testing activities
Asia & South Pacific 15,000+ man hours of analyst experience in the APAC region
Projects executed primarily in performance measurements, price trackers, and scenario analysis, among others

Looking to increase your investment research coverage while still reducing costs?

# Get the category that this entry belongs to #}

Knowledge Library

  1. 1
  2. 2
  3. 3
  1. 2
  2. 3
  1. Gamification in Education

    Bolstered by the proliferation of hand-held devices and the acceptance of gamification in various sectors such as education, enterprise, and healthcare - the global simulation

  2. 2
  3. Paris Climate Change Conference 2015

    The twenty-first session of the Conference of the Parties (COP21) was a historic gathering in support of the Paris Agreement on Climate Change. The conference

  4. 3
  1. 2
  2. 3
  3. China’s Luxury Market — Losing Sheen?

    China’s current economic slowdown has been a bane for the country’s millionaire club. A weak currency, strong ant-corruption reforms, and stiff luxury taxes are