Business introduction
Empowering Your Portfolios with Precision and Insight
Alloq is a software solution that enables institutional portfolio managers to improve the robustness, speed and accuracy of allocation management processes such as rebalancing, currency hedging and LDI
Our mission
We want to make institutional asset management more efficient and effective. The first step is to digitize and automate existing processes, in order to subsequently improve these processes. Together with our customers, we are committed to a process that we can fully rely on. With full conviction, we develop the applications that are needed to achieve this.
Alloq Solutions
Alloq Asset Allocation
Rebalance according to mandate Alloq enables portfolio managers to allocate each client’s portfolio according to their own mandate. The investment structure and mandates can be customized to meet the needs of each client, ensuring that portfolio managers can efficiently and accurately allocate funds for each of their clients with certainty and control. Customise......
business needs
view solutionAlloq Balance Management
Additionally, the module enables users to review and keep track of historical development. Through automated exports, Alloq provides both high-level (management) reports as well as in-depth reports and breakdowns which can be used in analyses by executors and auditors. Capital requirement regulation The Balance Management module allows users to calculate the Regulatory......
business needs
view solutionAlloq Currency Hedging
Create mandates for any hedging policy Alloq provides a robust setup for investment managers to create mandates for any hedging policy related to currency or asset class, whether based on benchmark weights, market weights, or proxies. Investment managers have full control and can quickly test what-if analyses and various scenarios, as well......
business needs
view solutionAlloq Performance Allocation
Validate regulatory data We check portfolios for established limits and identify exceedances, such as the maximum solidarity reserve and filling percentages of premiums and excess returns. Filling and distribution rules Alloq sets guidelines per age cohort for interest rate hedging, allocation of excess return, filling percentage to solidarity reserve and distribution rules. Allocation of......
