Tag: strategic asset allocation

As more asset owners adopt centralised currency management strategies, the need to assess the effectiveness of currency overlay decisions has become increasingly important. A well-constructed currency attribution framework enables firms to quantify the value these decisions bring to a fund’s overall return.

bfinance is leveraging the power of GLASS, a dynamic financial analysis tool powered by Ortec Finance, to optimise strategic asset allocations and enhance the investment outcomes of its global client base.