One platform for the whole allocation lifecycle.
AIQ replaces spreadsheets, PDFs and scattered manager decks with one AI-informed environment.
Everything the workflow needs
Screening & metrics
Manager sourcing & comparison
Filter the curated universe across qualitative and quantitative data to match your organization's investment goals. Compare multiple manager side-by-side on identical metrics.
| Metric* | Manager A | Manager B | Manager C |
|---|---|---|---|
| CAGR | 9.8% | 8.4% | 6.1% |
| Sharpe | 1.3 | 1.1 | 0.9 |
| Max drawdown | −12% | −15% | −9% |
| Regime | Trend | Global Macro | Short-Term |
150+ metrics, 30 proprietary & AI-informed
Clearly organize and evaluate industry-standard manager metrics alongside 30 proprietary, AI-informed measures designed to provide deeper insight into a manager's risk profile, performance characteristics, and potential investment edge.
Not a projection of results, and not investment advice or a recommendation.
Portfolio construction & simulator
Liquidity & capital input
Define your organization's current liquidity, capital structure, and portfolio exposures before modeling any allocation.
Portfolio simulator
Model prospective manager allocations against the existing portfolio to evaluate allocation scenarios and identify manager combinations that best align with your investment objectives, constraints, and mandate.
Historical illustrations are not a prediction of future behaviour, and not investment advice.
Managed-account setup
Managed-account setup
Our established execution relationships help streamline fund structuring, setup, and implementation.
Allocator IQ supports setup and implementation through counterparty relationships; it does not manage assets, hold custody, or execute orders.
Monitoring & alerts
Monitoring & alerts
Set customized metric thresholds and alerts to monitor manager performance following allocation. Track reporting activity through a centralized data update log and monitor changes in manager regime classifications from a single view.
Put Allocator IQ to work on your mandate.
Request access and we will set up a walkthrough calibrated to your portfolio.