Strategy Validation
Chose your preferred risk style and appetite with directly comparable investment strategies to challenge your SAA with real-world scenarios. With SAA challenges you can assess how well your portfolio is prepared for any type of market regime change.
Optimize instruments
Optimize markets
Optimize risks
Key Contributors
Test out managers and get direct insights into which aspects of the SAA bring the most value into the portfolio, and which are the star potential regions. Contribution analysis targets the effectiveness of tail-risk strategies and assess the profitability of active hedging
Performance boosters
Regional Contributors
Detractor management
SAA structuring
Flexible boundary conditions mitigate risks in the portfolio without reducing access to opportunities. Boundary conditions ensure you can confidently delegate decisions to your team while maintaining high-level oversight.
Structured flexibility
High-level risk management
Ensure the mandate