Allocation Strategy
HQ Address
30 Welbeck Street, London, W1G 8ER, United Kingdom
Website Address
Business introduction
Asset allocation technology for building better portfolios
More Precision, Faster Decisions, Better Portfolios
Allocation Strategy was founded in London by the core asset allocation team within the worlds largest Sovereign Fund, Norges Bank Investment Management (NBIM).
We are an analytics provider helping institutional investors to build more resilient, higher-performing portfolios. Our asset allocation technology transforms how investors make their most important investment decisions.
Our analytics combine decades of research, proven real-world deployment, and production-grade technology to deliver actionable insights across expected returns, risk modelling, portfolio construction, scenario analysis, and more. We work with pension funds, sovereign funds, reserve managers, hedge funds, asset managers, wealth managers and other financial institutions worldwide.
Allocation Strategy Solutions
Model Portfolios
Our Model Portfolios draw on the full Allocation Strategy analytics suite — expected returns, risk measures, and scenario analysis — to construct multi-asset portfolios with a total-portfolio perspective across asset classes. Every allocation decision is systematic and analytics-driven. The result is portfolios that are powerful, high-performing, and resilient across changing market......
business needs
view solutionPortfolio Scenario Analysis
A new approach to building macro scenarios Out Macro Scenarios are tools for building counterfactual macro environments and analyzing how individual assets, asset classes, or portfolios perform under these conditions. Our tools enable clients to build consistent macro scenarios for asset allocation or macro risk management processes. Scenarios are often heavily shaped......
