Portfolio Allocation Consultancy

 

Some organizations have a clear mandate for portfolio allocation on a regular basis. If the

1.

range of asset classes,

2.

roll over policy for expiring assets,

3.

frequency and horizon of reallocation,

4.

the constraints policy for reallocation,

5.

the financing policy for foreign assets,

6.

the investment level and

7.

the risk profile

 

are largely fixed, and the only major variables are the scenarios or views of market evolution held by an organization – then RiskEye offers a consultancy arrangement whereby RiskEye runs the OPAS package on behalf of the organization. The organization only needs to inform RiskEye at regular intervals about the scenarios/forecasts conditional to which the allocation is required.

The consultancy arrangement is useful for organizations that would not like to assign resources to train their own people to run the OPAS system but would like to still avail themselves of the results of the OPAS system. 

This arrangement can also be used by an organization to test and evaluate the OPAS system prior to investing resources to run the system in house.

This arrangement is also available in association with Olsen Capital Management, another Olsen company, whereby, in addition to generating the OPAS allocation recommendations, these allocations can be also directly implemented on behalf of the the client – after approval.

 
 
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