Active Allocator is to deliver asset allocation and portfolio construction methods to Republic Wealth Advisors’ clients.
Active Allocator owns and operates ActiveAllocator.com, the world’s first portal to integrate traditional, illiquid and alternative investments in performing strategic asset allocation, portfolio construction and manager selection for financial advisers.
ActiveAllocator’s proprietary algorithms build on and optimise the assets an investor already owns. It analyses a client's existing portfolio on a forward looking basis, generates numbers and metrics and makes recommendations to reallocate or add new sub-asset classes to complement and enhance existing holdings.
The ActiveAllocator alliance gives Republic Wealth Advisors new abilities to evaluate an integration of a wide variety of asset classes including actively managed funds, passive index funds and ETFs as well as alternative investments such as hedge funds, managed futures and private debt within client portfolios.
ActiveAllocator also proposes allocations across illiquid assets such as real estate and private equity, allowing Republic Wealth Advisors to evaluate potential benefits in incorporating them alongside an investor’s liquid holdings.
“With ActiveAllocator we can give our high net worth clients a truly comprehensive look at their portfolios, including illiquid assets, and recommend adjustments that we believe will improve their investment results,” says Republic CEO Kenny Landgraf. “Portfolio design is kind of like picking a football team. A squad with 11 great quarterbacks will still lose every game because it won’t have an offensive line. ActiveAllocator will help us put exactly the right player in every position.”
Sameer Jain, Active Allocator’s co-founder, says: “We’re excited to be working with Republic Wealth Advisors. They have a top-notch team and a sterling reputation in the industry as a technology innovator. We think it’s a great match and look forward to a long fruitful partnership.”