Case Studies

Asset allocation

A global religious organisation wanted to provide their investment committee and stakeholders with tactical asset allocation research and a tactical component to be used alongside their strategic asset allocation risk models.

The client also asked if Parala could analyse their actively managed funds and provide a 3-month ahead view of their performance and the key drivers of any change in expectations.

Parala used AlphaPredictor® to deliver the following:

  • A monthly tactical asset allocation guidance report for their investment committee and stakeholders covering their eligible investment assets and asset allocation risk profiles
  • 3-month ahead forecasts for their investment funds and attribution analysis
  • A tactical asset allocation portfolio to help the client and its investors access the tactical asset allocation guidance in an investable format

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