AS
Allocation Strategy
United Kingdom · Fintech · Enterprise software
Allocation Strategy develops analytics that help institutional investment teams compare asset allocations, expected returns and portfolio risks.
A shared framework for portfolio decisions
Its tools connect capital-market assumptions with portfolio construction, macro risk factors and scenario analysis. Investment teams can examine expected returns across asset classes and time horizons, then test how portfolios respond to economic or market shocks.
The company serves pension funds and other institutional allocators, including strategy teams, chief investment officers, investment committees and portfolio managers. Its product set combines analytical tools with tailored and model portfolio work for particular mandates.
Funding history
1 round · 1 with disclosed amounts| Announced | Round | Amount | Investors |
|---|---|---|---|
| Seed | £1.6M | Fuel Ventures — Lead |