Multi-Asset Strategies
(Asset Managers)
Portfolio management services for fund managers with multi-asset investment mandates.
100+
Portfolio Managers comprising multi-asset allocations serviced globally.
150+
Asset allocation models built for global asset managers.
50,000+
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?