Investment Strategy & Asset Allocation
The unit responsible for developing long-term investment philosophies, capital market assumptions, and strategic asset allocation frameworks that guide portfolio construction across the organization.
This department is part of the Fund Management business area .
Products fall into the following categories:
Economic Research Platforms
13 products
Comprehensive databases and analytical tools focused on macroeconomic indicators, central bank policies, and global economic trends to inform top-down investment strategy and asset allocation decisions.
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Capital Market Assumption Tools
17 products
Specialized modeling software for developing forward-looking return, risk, and correlation expectations across asset classes that serve as inputs to strategic asset allocation models.
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Asset Allocation Optimization Systems
39 products
Advanced mathematical modeling tools that generate optimal portfolio allocations based on investment objectives, constraints, and capital market assumptions using various optimization techniques.
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Factor Analysis Platforms
18 products
Software that analyzes and decomposes investment returns into systematic factor exposures (such as value, momentum, quality) to understand portfolio characteristics and develop factor-based strategies.
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Scenario Analysis & Stress Testing
23 products
Tools that simulate portfolio performance under various economic and market scenarios to assess resilience and identify potential vulnerabilities in investment strategies.
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Multi-Asset Strategy Platforms
5 products
Integrated systems that support cross-asset research, relative value analysis, and tactical allocation decisions across traditional and alternative asset classes.
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High-Performance Computing Clusters
14 products
Specialized hardware designed for computationally intensive tasks such as Monte Carlo simulations, optimization algorithms, and complex scenario modeling to support sophisticated strategy development.
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