AIQ is offered to the teams and individuals responsible for selecting, allocating to, and overseeing external asset management.
Day-to-day scouting, sourcing and allocation, segment by segment.
A defensible, consistent basis for evaluating and monitoring external managers across the mandate.
A PF running a managed-futures programme at 8% margin-to-equity held the unencumbered 92% in Treasuries. It weighed a low-volatility programme against Treasury yields, on a 5-year risk-adjusted basis, as an alternative use of that cash.
Source, allocate and oversee a portfolio of managers with continuous, not quarterly, oversight.
A FoF with several CTA allocations at one FCM held a single master cash account, each CTA trading its own sub-account under an LPOA. The structure let it move capital between sub-accounts as each performed. Gnosis mapped substitute managers and the margin-to-equity of every sub-account, to facilitate sharper cash management analysis.
Compare managers and strategies quickly and understand how each may fit an existing book.
A TP began with generic criteria: a Sharpe above 2 and drawdown under 10%. Once it shared its portfolio holdings, an equity-heavy book, the analysis turned to programme fit. An agricultural programme with a 0.7 Sharpe suited the book better, given its low correlation to equities and crisis alpha.
Access to a curated manager universe and decision-support tooling, within a regulated framework.
An HNWI with capital locked in private markets compared liquid programmes on redemption terms and drawdown, then moved two managers to Introduction.
Lighter manager due diligence and oversight. Scattered manager data, consolidated into one workflow.
An equity-heavy FO screened trend programmes for low equity correlation, then tracked two emerging managers through to an SMA allocation.
A documented basis for evaluating and overseeing sub-advisers. Built for the governance review a regulated fund requires.
A RIC adding a managed-futures sleeve evaluated sub-advisers on a documented basis for board review, then used a fund-of-one to match liquidity to daily redemptions.
Different firms, one shared toolkit. Every team, from the CIO to the analyst, works from the same coverage, metrics, analysis and software to evaluate, allocate and oversee managers.
Allocator IQ draws 400+ regulated programs into a single, consistent dataset. Every segment works from the same source instead of rebuilding it in-house.
Coverage150+ metrics, 30 of them proprietary, score each manager identically. Shortlists surface on evidence, whichever firm is looking.
Metrics & AnalysisPortfolio Fit scores each shortlisted manager against the allocator's own book, to enable synergy evaluation within the same criteria universe.
Portfolio FitDrawdown, regime and data-freshness monitoring feed back to every segment after allocation, from the CIO's dashboard to the analyst's watchlist.
SoftwareRequest access and we'll calibrate a walkthrough to your mandate.