Strategic Asset Allocation

Fundhouse provides strategic asset allocation services to clients, based on our proprietary in-house process and data sources.

We ensure that the cornerstone of any portfolio is a robust and expertly validated set of assumptions, designed to achieve a set of specific risk and return goals.

We make use of forward-looking assumptions, long-term valuations and risk premia, integrating both private and listed assets should clients select both. Each of our clients tends to have a bespoke strategic asset allocation, depending on their individual preferences. For example, some clients may want to include ESG, some may want a home bias or currency hedging, whilst others may want to exclude asset classes based on cost (such as private assets and alternatives). We can also integrate our strategic asset allocation into client systems.