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eBook | Asset Allocation - A Total Portfolio Solution

eBook | Asset Allocation - A Total Portfolio Solution

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Milestone Group

October 19, 2021
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  1. voodoo 1 ASSET ALLOCATION A TOTAL PORTFOLIO SOLUTION E B

    O O K 1 I N A S E R I E S O F 4
  2. voodoo 2 • Dynamically managing (multiple) complex portfolios that cross

    asset classes, investment types, investment managers and custodians with information sourced from many discrete and dissimilar sources • Executing transactions for pooled and private investments • Controlling operating risks and costs THE CHALLENGES OVERVIEW OF A TOTAL PORTFOLIO SOLUTION • Unified portfolio management and investment operations for Institutional asset allocators • Record and transact critical asset allocation decisions and connect to an entire ecosystem for the asset allocation process • Manage, transact, monitor and review your investment decisions across your unique process and strategies SOLUTION VALUE PROPOSITION • Captures and codifies your investment decision making process across any product/portfolio structure • Provides a Total Portfolio View with policy capture, exposure monitoring and compliance • Supports seamless investment operations and transaction lifecycle management THE SOLUTION FOR INSTITUTIONAL ASSET ALLOCATORS • Purpose built integrated solution for the end to end asset allocation investment process • Adaptive investment architecture for partner and third-party surround applications • Digitalized open eco- system that operates in the cloud providing data sovereignty, operational agility, flexibility, control and scalability INTEGRATION • Asset Owners: pensions, endowments • Delegated Solutions Providers: Outsourced CIOs/fiduciary managers; investment & wealth managers • Life Companies: unit linked providers; balance sheet managers • Directed Trustees: asset servicers/ custodians; implemented consultants CLIENT TYPES FURTHER READING Whitepaper: Complexity Case Study: Customization Whitepaper: OCIO Success eBook 2: Total Portfolio View Article: Autonomous Cars Don’t Need Traffic Lights
  3. voodoo 3 THE CHALLENGES FOR INSTITUTIONAL ASSET ALLOCATORS INCREASING COMPLEXITY

    of investment strategies and the implemented portfolios DEMONSTRATING OPERATIONAL RESILIENCE which is a key focus of regulators MANAGING INVESTMENT DATA internally and across functional processes and platforms FRAGMENTATION of the investment technology, and continuing reliance on end user tools such as spreadsheets, which carry a high degree of operational risk MANAGING DATA INTERACTIONS across external sources and destinations INCREASING USE OF ALTERNATIVE ASSETS and the challenging aspects of administering and transacting them
  4. voodoo 4 DISCRETIONARY PORTFOLIOS ALGORITHMIC STRUCTURES INVESTMENT OPERATIONS OUR ASSET

    ALLOCATION SOLUTION PROFILE Monitoring portfolios of investments relative to investment policy and strategy. Transacting with discretion to keep the portfolio compliant with investment policy and strategy. Supporting the full end to end investment process, for both discretionary portfolio management and algorithmic investment structures, or as a stand-alone solution. Implementation and automated operation of complex inter- funded (‘fund of fund of fund’ type) investment structures where cash flows are allocated and the structure is rebalanced systematically. READ MORE > READ MORE > Portfolios of assets held via account structures - Manager applies discretion over orders for placement - Workflows manage pre-trade compliance Cross-invested assets held via collective trust structures - Algorithms generate orders for placement - Algorithms solve for pre-trade compliance READ MORE > DOWNLOAD THE COMPLETE EBOOK TO ACCESS THE FULL INFORMATION AND ALL THE RESOURCE LINKS