Swiss asset manager Unigestion has unveiled a new tool that provides a framework for institutional investors to determine their allocations between private assets on a systematic and quantifiable basis.
The new private asset allocator tool will allow investors to determine their allocations based on their specific objectives including the need to increase returns, early cash distribution, de-correlation to listed assets, inflation protection or to meet regulatory capital requirements.
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The new tool will enable investors to identify the objectives they seek to achieve with private assets and to rate these objectives on a scale of importance.
Additionally, the tool will also provide an allocation recommendation across the various types of private assets in accordance with the investor’s objectives and calculate the key characteristics of the proposed portfolio.
Hanspeter Bader, managing director and head of private assets at Unigestion, said: "The launch of our Private Asset Allocator reflects the key role we believe private assets can play in this regard and further underlines Unigestion’s commitment to employing an investor centric approach that provides comprehensive solutions tailored to individual requirements."
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By GlobalData
