From Balance to Control
In today’s interconnected markets, balance alone is no longer enough. TPM enables you to translate client mandates into measurable targets, monitor exposures and limits in real time, and proactively manage risks. The result is smarter decision-making, stronger compliance, and portfolios that are aligned with long-term objectives.
Holistic Portfolio View
Risk, return, and impact contribution in one dashboard. Always visible: how far are you from your target, and what's the bandwidth?
Breaches & Limits Monitoring
Set constraints upfront for liquidity, costs, and sustainability. The moment you deviate from your mandate, you receive an alert.
Identify Exposures
A cross-section of your portfolio by sector and country. Spot concentrations, drill down, and trade directly.
DAA sandbox & scenario generation
Experiment with targets in a sandbox environment. Alloq generates 1,000 scenarios and presents the 5 best. Choose, refine, commit.
Integrated sustainability
Steer on SDG investments, CO₂ footprint, and Paris alignment. Both as targets and as limits. Integrated into the same workflow.
Workflow Management
From scenario selection to approval workflow. Compare old vs. new, add notes, submit. Colleagues review and sign off.
Governance & audit trail
Alloq validates data for completeness, timeliness, and accuracy. Every decision is recorded.
Latest Insights
Stay tuned to get the latest updates
