Tactical Asset Allocation
Strategic Asset Allocation
Equity sector strategy
Interactive strategy sessions
Bespoke projects across all asset classes
Charts, Valuations, Extremes, Bulletin, Observations
Our main focus is on Asset Allocation and investment strategy, working with fund managers, industry funds, asset consultants and planning groups. We deliver tailored and objective asset allocation research, reports and recommendations, leveraging off our Strategy Engine platform. Heuristics provides both strategic and tactical asset allocation advice.
We provide interactive strategy briefings with the client, leveraging off the Strategy Engine (SE) software. Investigate areas of interest and explore investment strategy ideas in asset allocation, sector and stock selection, currencies, commodities, interest rate markets and economics. Using the SE we test and formulate strategy ideas using scenarios, models, events, screening tools, distributions, watches and other analytical tools.
We provides equity sector strategy advice and recommendations based on a range of macro, earnings, valuation and technical indicators. We assist clients in developing a macro framework for equity strategy and formulates indicators for regional and sector equity strategy.
Charts can be customized to meet client requirements. We provide Global and domestic economic charts as well as charts on asset allocation, investment strategy, valuations, market extremes, financial stress and others.
Using evidence extracted from the proprietary Strategy Engine, we provides an objective external source of asset allocation advice to investment committees either as a voting member or as an input to the process.