ActiveAllocator’s proprietary technology now enables multi-asset portfolio diagnosis in less than three minutes.
New proprietary methodology and scalable technology searches, recognizes, classifies and instantly maps more than four million financial instruments to fifty asset sub-classes to improve strategic asset allocation and portfolio construction.
The movement to multi-asset investing is a dominant trend. This allows investors to quickly analyze and invest their capital in the full panoply of assets that exist today: public securities, private securities, commodities, real estate and other hard assets, loans, leases, insurance and other types of contingent claims and intellectual property.
Traditionally, each of these classes of assets and fund products have been the province of a different manager at a distinct shop. A firm either ran a hedge fund that held predominantly public securities, a private equity fund that acquired control or strategic positions in businesses, a commodity pool that traded commodities futures, or a real estate fund that invested in real property. Often, clients own their assets in different firms and have no way of knowing what their expected portfolio characteristics are likely to be. Now, they can.
Everything changes with ActiveAllocator.com