In development

Performance allocation

By January 1, 2028, pension schemes must comply with new legislatio, marking one of the most significant changes the pension market has seen in decades. This transition requires asset managers and administrators to rethink how performance is allocated across participants, funds, and life-cycle structures.

Request demo

Download factsheet

Features

Powerful SaaS solution

To support this shift, Alloq developed the Performance Allocation module: a flexible solution designed to help asset managers implement the new pension rules efficiently and with confidence. The module integrates seamlessly into existing administration environments and can be tailored to fit the needs of all parties involved.

Validate Regulatory Limits

Detect limit breaches like maximum solidarity reserves instantly

Solidarity Reserve Insights

Track reserve development with clear overview graphs

Seamless System Integration

Embed the module into your existing admin environment.

Configure Cohort Rules

Define allocation, hedging, and distribution rules per age cohort

Mandate-Driven Logic

Customize mandate rules to guide allocation and compliance

Custom validations & alerts

Tailor your regulatory checks and let Alloq signalize on the right moment

Auto-Allocate Returns:

Automatically distribute returns and interest rate hedging via mandate settings.

Revisions and 4-eyes-check

Work together with your collegues according to your company guidlines

Audit-Ready Traceability

Maintain transparent records for compliance and reporting

Validate Regulatory Limits

Detect limit breaches like maximum solidarity reserves instantly

Configure Cohort Rules

Define allocation, hedging, and distribution rules per age cohort

Auto-Allocate Returns:

Automatically distribute returns and interest rate hedging via mandate settings.

Solidarity Reserve Insights

Track reserve development with clear overview graphs

Mandate-Driven Logic

Customize mandate rules to guide allocation and compliance

Revisions and 4-eyes-check

Work together with your collegues according to your company guidlines

Seamless System Integration

Embed the module into your existing admin environment.

Custom validations & alerts

Tailor your regulatory checks and let Alloq signalize on the right moment

Audit-Ready Traceability

Maintain transparent records for compliance and reporting

Validate Regulatory Limits

Detect limit breaches like maximum solidarity reserves instantly

Auto-Allocate Returns:

Automatically distribute returns and interest rate hedging via mandate settings.

Mandate-Driven Logic

Customize mandate rules to guide allocation and compliance

Seamless System Integration

Embed the module into your existing admin environment.

Audit-Ready Traceability

Maintain transparent records for compliance and reporting

Configure Cohort Rules

Define allocation, hedging, and distribution rules per age cohort

Solidarity Reserve Insights

Track reserve development with clear overview graphs

Revisions and 4-eyes-check

Work together with your collegues according to your company guidlines

Custom validations & alerts

Tailor your regulatory checks and let Alloq signalize on the right moment

Request a demo

Performance allocation

Validate regulatory data

We check portfolios for established limits and identify exceedances, such as the maximum solidarity reserve and filling percentages of premiums and excess returns.

19%

Additional conversions registered after usage

Performance allocation

Filling and distribution rules

Alloq sets guidelines per age cohort for interest rate hedging, allocation of excess return, filling percentage to solidarity reserve and distribution rules.

Performance allocation

Allocation of returns

Gain immediate insight into allocated returns, protection returns and interest rate hedging per age cohort. Alloq automatically distributes returns according to the guidelines entered in our mandate feature.

Performance allocation

Insight into solidarity reserve

Alloq accurately monitors the development of the solidarity reserve per age cohort, with insightful graphs for changes and additions.

Performance allocation

Review scenarios & mandates

Check manual input and generated output with a four-eyes check. Use our review feature to easily give approval or request improvements from colleagues.