Active Asset Allocation provides financial institutions and asset managers with a white-label fintech platform for dynamic and strategic asset allocation. Their solutions leverage proprietary data and advanced simulations to create optimized investment strategies with a focus on capital loss limitation.
Funding
$4.6M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial institutions and asset managers face challenges in providing clients with sophisticated, yet accessible, asset allocation strategies. The complexity of market dynamics and the need for risk mitigation require advanced analytical tools that are often difficult to integrate into existing workflows.
Solution
Active Asset Allocation provides a suite of financial engineering and fintech solutions designed to empower financial institutions and asset managers. Their digital platform offers modular, white-label capabilities for both dynamic and strategic asset allocation, with a focus on actively limiting capital loss. Proprietary data and advanced simulation tools are leveraged to create optimized investment strategies. The platform aims to democratize access to sophisticated financial modeling, enabling clients to offer more robust and transparent investment solutions to their end customers.
Target Audience
The primary target audience includes institutional investors, asset managers, insurance companies, and financial distributors seeking to enhance their investment strategies and client offerings through advanced digital tools and financial engineering expertise.
Features
- **Coanda PMS**: A comprehensive Portfolio Management System for tracking and reporting, facilitating communication between financial institutions and asset allocators.
- **Observatoire de la Gestion Pilotée**: A benchmarking tool for comparing managed portfolios against market standards using custom composite indices.
- **Coanda PMS Horizon**: A SaaS solution for the monitoring and reporting of forward-looking managed portfolios.
- **Coanda Simulations**: A suite of tools for diagnosing and simulating savings projects across various management styles (discretionary, managed, or horizon-managed).
- **Coanda Optimizers**: Integrated optimization functionalities within simulators or available via API for portfolio construction.
- **Coanda Portfolio**: A platform for constructing and administering model portfolios for network-wide sharing.
- **ETF Module**: A tool designed to facilitate the creation of ETF-based portfolios, offering innovative and ethical investment options.
- **Dynamic Allocation (DARM)**: A proprietary methodology for designing and implementing dynamic asset allocation strategies with controlled drawdown.
- **Stochastic Simulations**: Generation and provision of simulation datasets for robust strategy testing.
- **Risk Profiling Tools**: Customizable workflows to determine risk profiles and save summaries.
- **Client Portfolio Tracking**: A modern client portal for monitoring savings contracts.
- **API Integrations**: Capabilities for seamless data exchange and workflow integration.