Multi-Asset Allocations

    Group 11001

    Unleash the power of diversification, with asset research you can trust.

    For risk-rated multi-asset portfolios, both the level and variability of returns are critically important. Getting the asset allocation right is the key driver of both, so much so, that 90% of investment returns are dependent on the right asset allocation. 
     
    Our solutions support your end-to-end investment process by empowering your investment research teams with a range of quarterly reports, detailing the power of asset diversification and current macroeconomic factors. 
     
    This enriched data content is based on the underlying intellectual property of our strategic asset allocation modelling and can be fully customised around your needs, or directly replicate into your funds, optimising your multi-asset allocations.

    Our Investment Beliefs

    We have an industry-leading range of dynamic multi-asset allocation portfolios, built on four core investment beliefs that..

    • A realistic and accurate asset model is crucial to making correct decisions around diversification.
    • You can achieve sustainable performance through a consistent and objective framework for judging the relative attractiveness of different asset classes
    • Risk benchmarks should be stable and only respond gradually to changes in short-term volatility.
    • Steady incremental gains best achieve significant long-term outperformance.

    Key benefits

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    Proven

    A long history of providing solutions optimised for a wide range of investment strategies and client objectives
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    Simulation-led

    Our simulation-led approach includes all manner of stress tests and makes addressing all the drags and risks an automatic and systematic process

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    Track record

    Backed by a time-tested asset model used to manage real money and a process and track record of producing award-winning results for more than a decade
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    Easy to explain

    Transparent logic and rich modelling make the process easy to explain and support with consistent illustrations

    Credibility of approach

    Our powerful research and optimised multi-asset allocations sit at the heart of our clients' investment process, helping to deliver investment solutions that meet their investment objectives. Our dynamic approach to asset-allocation has successfully helped our clients navigate periods of market volatility based on our robust modelling framework.

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    Our clients

    We provide our clients with a robust, repeatable and cost-effective multi-asset portfolio solution. Index companies, ETFs, fund providers, asset managers, wealth managers and platforms can deliver strong risk-adjusted returns using our multi-asset portfolios.

    horizon-logo-cmyk
    Group 13932
    santander
    Union 2

     

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