Prime broker Exante has launched a portfolio management system designed to help firms scale and meet demand for separately managed accounts.
Allocator has been developed in light of the increased number of distinct client portfolios that managers are expected to handle, Exante says.
Richard Forss, chief technology officer, commented, “Demand for separately managed accounts increased over the past year for more than 60% of both managers and allocators, with most expecting further growth over the next 12 to 18 months. Allocator brings the operational infrastructure and execution discipline to any asset manager, regardless of size.”
Client portfolios often have fragmented or manual workflows, Exante says, which increase the risk of errors and mismatches when managers are handling several client accounts at once.
Allocator allows managers to create a master portfolio framework and apply strategy updates, allocation changes and rebalancing actions across multiple accounts, which the company believes will improve efficiency and reduce risk.
Users will be able to deploy investment strategies across up to 20 accounts, and rebalance across the linked accounts, simultaneously. Portfolios can be constructed of up to 20 assets and weighted by percentage-based targets or fixed allocations.
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