Asset Allocation

All the information that you need to make better allocation decisions 

Get your portfolio balanced right

Find the funds that align with your investment strategy

Performance across portfolio strategy

400 industry indices spanning all our asset classes

Identify over or underweight funds

30 strategy reports

See top level strategy performance  

75 people moves reported a month

Keep track of key investment personnel 

Identify the right managers

Data to support your manager selection and due diligence 

Identify the right managers asset allocation

Over 100 new launches reported each month

Identify new managers that match your selection criteria

100,000 fund profiles on the platform

Get detail on managers offering less transparency

Filter your Now Feed by relevancy or recency

Filter the investable universe to find your best matches  

Benchmark and compare funds

Make smarter allocation decisions

Benchmark fund performance asset allocation

400 industry indices across all asset classes

Track performance of managers on your radar 

40,000 Manager profiles

Track investment talent  

20 performance statistics per fund for you to compare against

Compare and rank funds  

Network with your peers

Catch up with peers and meet new managers at our industry leading events 

Network with your peers asset allocation

30 events a year globally

Meet new managers and make allocations

2,000 investors attend our events annually

Be in good company 

60,000 key contacts in the database

View and search key contact’s profiles related to the institutions within our database