Asset allocation is an important element in advisory process. We have been working with wealth management teams in providing a systematic input for over a decade. Every wealth advisory team has a defined process for arriving on asset allocation view. However, with the development of new techniques, alternative data sets, and advanced analytics, the market condition has been fast evolving.
“AssetPulse” provides a summarized view of major global investment banks on the asset classes collated from various secondary sources. The view is presented with target benchmarks for the year and the rationale.
This report will be a very useful tool and robust input to your internal asset allocation strategy.