As a result, there is friction in the end to end process and gaps are frequently filled with user defined tools, such as spreadsheets and manual processes. However those ‘free’ user defined tools relied upon for critical functions in the investment process do carry a cost to the critically important Asset Allocation investment process, with many being key person dependent and challenging to lock down, especially during periods of change management.
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Fact Sheet | pControl Asset Allocation
The shift in focus from asset class investing to objective and outcome-based investing is, for most institutional investors, well established. However, the technology many investors use today was designed and intended to support single asset class investing, while the technology for the asset allocator has been focussed on risk modelling, and often does not contemplate the end to end process.
31 January 2021