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 regimes. Allocation decisions are intuitive, guided by economic drivers, and avoid “black-box” approaches — every position has a clear, documented rationale that stands up from a governance and communication perspective.

We provide wealth managers and institutional investors with explicit asset weights and a logical progression of risk across profiles. We provide supporting presentation material for internal and external use. The portfolios are delivered through modern platforms for wealth managers, CIOs, and portfolio managers who seek an advanced asset allocation approach.

A coherent, layered approach to building portfolios
We take a layered approach to building model portfolios. Our asset allocation analytics provide the foundation — expected returns, risk measures, and scenario analysis across asset classes. From there, we either adopt a client benchmark or construct a strategic allocation at a given horizon, weighing up risk-return prospects across a wide range of asset classes and segments.

Assess return and risk across horizons, currencies, and inflation perspectives
We evaluate model portfolio return and risk across multiple horizons, in different currency perspectives, and in both real and nominal terms. This gives wealth managers and institutional investors a complete picture of how portfolios are expected to behave under different conditions and time frames.

Tailored to your mandate and constraints
Model portfolios can be configured to reflect different mandates, benchmarks, and investment constraints. Whether the objective is to track benchmark risk closely or to express stronger conviction across asset classes, the framework adapts to each client’s requirements.