Empowering Your Portfolios with Precision and Insight

01Introduction

Alloq is a software solution that enables institutional portfolio managers to improve the robustness, speed and accuracy of allocation management processes such as rebalancing, currency hedging and LDI.

Forget about Excel, or just-not solutions from the standard software. Alloq connects seamlessly with your customer mandates, keeps track of audit trails and offers allocation management for now and far into the future.

With Alloq you as an asset manager always have an accurate insight into the risk profile of your customers based on the asset allocation. Thanks to Alloq’s robust construction and full traceability, adjustments can now be made with complete confidence. Alloq provides insight before and after each adjustment.

Pension funds

Family Offices

Insurance companies

Auditors

02Product

Alloq – Asset Allocation

With this module, cash allocation flows are distributed in an optimal manner and entirely according to the mandate. Alloq has the building blocks to handle the most complex investment strategies. This gives you the freedom to create and test innovative allocation management strategies.

Alloq – Currency Hedging

The module provides insight into the current FX exposure, the hedged positions, and the mismatch. Based on the mandate the module can automatically create optimal orders to make adjustments and to keep sure that you are optimally hedged. The module is able to calculate the exposure on (sub)asset class, per currency, per method. Supported is a calculation based on Quotation currency, Proxy and Benchmarking.

Alloq – Balance Management

This module gives you insight into the Regulatory Capital Requirements, balance sheet risks and the coverage ratio for your customers. Alloq automatically generates the required data in no time at all, with just 1 click of a button.

Alloq – Performance Allocation

Pension schemes must comply with new legislation by January 1, 2028, requiring major adjustments. Alloq, in collaboration with KPMG, developed the Performance Allocation module to help asset managers efficiently implement the updated pension system. This module seamlessly integrates with existing systems and offers customization for all parties involved.

03About us

Alloq -
How it started

Together with our customers, we came to the conclusion that there are risky gaps in the Asset management process. Man and machine had to work together more efficiently. That is why, with Alloq, we have created a powerful cloud environment for your front-end processes that reduces operational risks without sacrificing flexibility.

With an easy-to-use syntax, you still have the freedom to create, just not the hassle of tracking verifiable changes and saving your copies of versions of local files.

03

Alloq is an initiative that originated in the market itself. Together with PGGM and other asset managers, we have created a platform that offers portfolio managers flexibility to do what they do best; manage portfolios.

With KPMG as a strategic partner, we ensure that we complete both sides of your process in a robust, innovative way with a high degree of quality.

“By collaborating with VI Company in the development of Alloq, PGGM has been able to further improve the quality of its portfolio management and to execute more efficiently.”