Discover how Total Portfolio Management exposes hidden correlations, helping you steer risk, value, and impact in one integrated view. Up for a TPM inspiration session? Just let us know how we can contact you.
The Illusion of Balance
A balanced allocation is a sound way to create controlled risk, but true balance goes beyond asset classes. Many portfolios appear diversified until you analyse where value is actually created. In practice, exposures are highly correlated, because they are clustered around the same markets, currencies, or value chains. When those underlying factors move, the supposedly independent positions move with them, revealing that diversification was more limited than it appeared.
In short: traditional allocation based on asset classes does not tell you how those assets behave together. Only by viewing your portfolio across multiple dimensions does diversification start to mean something. That’s where TPM begins.
From Allocation to Control
Where traditional reports show what has already happened,TPM visualises what is changing. It gives you the opportunity to spot trends early and understand where key factors are heading, before they turn into risks. But there’s a catch.
Every extra dimension adds complexity: currencies, ESG scores, factor exposures, interconnected cashflows. Suddenly, the traditional way of allocation world starts becoming a dynamic system that never stands still and which can’t be steered with spreadsheets and siloed tools. To manage risk, value, and impact in real time, you need technology that keeps pace with your portfolio.
But don’t worry. That’s where Alloq comes in.
Alloq is the technology engine that makes Total Portfolio Management real. It turns complexity into control; automating the calculations, correlations, and rebalancing that no team can manage manually.
With Alloq, financial institutions can move beyond allocation and start steering on what truly matters: how exposures interact, how value flows through portfolios, and how risk and impact evolve in real time.
Why clients choose Alloq:
– Backed by over 18 years of experience integrating portfolio, risk, and data management systems for leading European institutions.
– Built for institutional portfolios where precision and auditability are non-negotiable.
– Proven 3D risk models and visualisation tools that connect exposures, value streams, and dependencies.
– Seamless integration with existing portfolio and risk systems without disruptive rebuilds.
– Developed by teams fluent in both finance and technology, translating investment logic into scalable and compliant software.
TPM Inspiration Sessions
In a TPM Inspiration Session, we demonstrate how complex investment data can come to life. We showcase how value, risk, and impact can be visualized and connected, without any obligations or commitments.
During the session, you will see:
✓ A live TPM-model of a fictional portfolio, showing how data becomes tangible and interactive.
✓ How visualising dependencies, exposures, and risk factors can reveal opportunities for process improvement.
✓ Concrete ideas for how similar visual insights could strengthen communication, decision-making, and control within your organisation.
Confidence Through Clarity
“With Alloq, we are able to assess different opportunities in our portfolio and move towards more data-driven investment decisions.
Jeroen Rijk – Head of Total Portfolio Management at PGGM.
Discover how TPM exposes hidden correlations, and helps you steer risk, value and impact in one integrated view.
Balanced on paper. Exposed in reality.
Discover what TPM Investing reveals in your portfolio. Book a TPM inspiration session with one of our experts.