Institutional expertise tailored to the needs of retail investors

Available since 1995, the Asset Allocation Analyst is used on a daily basis by thousands of financial advisors. Asset allocation is the cornerstone of any sound investment strategy and the best way of translating a client's objectives into a solid portfolio of stocks, bonds and cash. Because it takes full advantage of exclusive information and research, the Asset Allocation Analyst is the best tool to efficiently manage your client portfolios to the industry's highest standards. Understanding the client's needs is a critical part of the investment process and by using the Asset Allocation Analyst you will give them more value by providing:

• Sound investment policies (strategic asset allocation) based on their specific goals and needs as well as historical and projected asset class returns;
• Customized asset mix recommendations (tactical asset allocation) based on 12-month projections for major financial markets worldwide;
• Clear, concise, customized reports for every aspect of the process, including a compliance-friendly Investment Policy Statement.

The Asset Allocation Analyst includes a series of benchmark portfolios. These portfolios, as well as the Investor Decision Grid which leads to the selection of the appropriate benchmark portfolio, were developed in collaboration with one of the world's foremost investment counselling firms.

Tactical asset mix recommendations as well as market commentary and outlook scenarios are supplied on a quarterly basis. Fund information, including pricing, is updated monthly. In many cases, client assets can also be imported electronically from the more commonly used back office systems into the Asset Allocation Analyst database; thus saving time and facilitating updates and follow-ups.