Presentations

ActiveAllocator Business Overview


20 Points of Differentiation.


The Multi-asset cross over platform advantages.


Allocating to Alternative Investments.


Interpreting and Shaping Public Discourse.


Model Portfolios are a Bad Idea.


Asset Allocation Horse Before Product Cart.


Optimal Number of Active Managers


Investor Liquidity in Hedge Funds


Considerations in Allocating to Alternative Investments


Active Risk In Asset Allocation


Allocating to Master Limited Partnerships.


Allocating to Private and Public Real Estate.


Fixed Income is Not Fixed.


Investment Outlook - Distlling the Wall Street View for 2018.


A discussion on Alternative Investments.


A discussion on Capital Markets.


Need for Better Smarter Regulation. Not More, Nor Less.


A podcast discussion on Non Traded REITs.


Company Status and Future Challenges


ActiveAllocator has built a sophisticated end-to-end product engine, developed and patented valuable intellectual property, exhibited thought leadership, participated in industry events and entered complementary product alliances.

The Team


ActiveAllocator team possesses complementary asset and wealth management, investment banking and software development skills.

Competitive Differentiators


ActiveAllocator differentiators come from a combination of held-away investment accounts aggregation, translating financial securities held to appropriate asset sub-classes, providing ways for an investor to validate investment views with Wall Street on the fly, deep personalization, multi-dimensional…

Customer Proposition


ActiveAllocator enables personalization, facilitates mass customization, promotes greater customer intimacy as well as enhances productivity by serving as a strategic business enabler.

Value Proposition


ActiveAllocator's approach is to empower advisors and augment advisor-client interactions by bringing in analytics driven, fact based, product agnostic thinking to investment advice.

Market Potential


ActiveAllocator prospective customers include individual self-directed investors, enterprise white label customers, a subset of 30,000 RIAs and 200,000 independent financial advisors at small and mid-sized broker-dealers.

Industry Growth Drivers


ActiveAllocator is a response to WealthTech disruption , regulation-driven changes, technology-driven personalization as well as other major shifts.

Industry Innovation


ActiveAllocator fosters advice that is collaboratively arrived at between clients and financial advisors leveraging technological tools to render effective advice with maximum efficiency and value.

How do you Differ from Robo Advice?


ActiveAllocator differs from digital money managers, investment managers and most digital financial advice providers that create simple, low-fee, diversified, automated ETF portfolios largely targeting naïve mass-affluent investors.

Why Now?


ActiveAllocator's growth strategy capitalizes on several industry and macro trends described here.

What is your Technology


ActiveAllocator is built using cutting edge technology making it fast, flexible and safe.

How does your Solution Work


ActiveAllocator allows users to (i) aggregate investment accounts and holdings across 15,000 financial institutions; (ii) search, recognize and automatically map over 4 million financial products and securities to granular 50 asset sub-classes; (iii) compare and validate their own market views with capital…

What is your Solution?


ActiveAllocator helps individual investors, financial advisors, and asset managers analyze existing allocations, discover inefficiencies, and create optimized bespoke portfolios - in 10 minutes, in 10 clicks and at 10 percent of the typical cost.

What Problem do you Solve?


Financial firms can’t provide quality advice to everyone profitably, few customers want to pay for it, and many investors don’t trust financial advisors.

Company Purpose


ActiveAllocator aims to reshape the wealth management industry by resetting advisor and investor expectations about investment management and asset allocation advice, including where the best advice comes from, what it should cost, and how it is delivered.

A discussion on ActiveAllocator's mission, purpose and investment thesis.

Feb, 2017

Overview of ActiveAllocator Framework


Active Allocator allows you to analyze an existing portfolio and then optimize it in minutes. The result is a personalized allocation that accommodates your risk tolerance level, investment horizon, preferences for alternative investments, and tolerance for illiquidity, as well as other needs. This video highlights key elements of our Strategic Asset Allocation system.

Feb, 2017

Beyond Conventional Allocation with ActiveAllocator


ActiveAllocator helps allocating to alternative investments within affluent investor portfolios. It redefines conventional notions of asset allocation. It separates skills from market exposure to help you analyze the characteristics of your current portfolio at the active manager level. This video highlights how Active Allocator improves forecasting, helps capture illiquidity premiums and account for multiple sources of returns.

Feb, 2017

Going Beyond Modern Portfolio Theory


Modern Portfolio Theory is 60 years old. Most capital allocators simply naively extend conventional mean variance optimization techniques to alternative asset allocation. In this video, we illustrate why doing so just does not work for actively managed funds.

Feb, 2017

Solving for Illiquid Investing


The addition of illiquid investments can significantly enhance portfolio returns for given levels of risk. In this video, we illustrate how Active Allocator can be a way to help you figure out the cost and benefits of investing in illiquid assets.

Feb, 2017

A Primer on Hedge Funds


A large part of the Active Allocator functionality is to allow you to allocate to liquid alternatives, active managers and hedge funds. In this video, we talk about general concepts and introduce hedge funds.

Feb, 2017

Allocating to Hedge Fund Strategy Types


There are four major hedge fund strategy groups with over 20 sub-types. This makes asset allocation within hedge funds very complicated. In this video, we illustrate how Active Allocator can be used to properly allocate across major hedge fund strategy types.

Feb, 2017

Creating Market Directional & Hedged Exposures


In this video, we illustrate how Active Allocator can help you create both market directional, as well as hedged exposures. We also show, how you can create custom exposures.

Feb, 2017

Allocating to Credit & Market Risks


Active investing is all about making informed or speculative trades on credit risk and market risk. Their interplay, is also the foundation of many trading strategies. In this video, we illustrate how Active Allocator can be used to understand these risks, and to appropriately allocate to them.

Feb, 2017

Structuring Multi-Alpha Portfolios


At Active Allocator, we have built cutting edge models to support fund manager selection, portfolio allocation, and market exposure hedging. Our approach is closely tied to active investment management, which separates passive risk (beta) from active risk (alpha). In this video, we show you how to implement an active investment strategy.