Designed for customized Asset Allocation models, high efficiency Portfolio Implementation, and streamlined Investment Operations, pControl™ Asset Allocation addresses the investment process needs of Institutional Asset Allocators.


pControl™ Asset Allocation solutions offers Outsourced CIOs, Endowments and Foundations, DB and DC Pensions, Superannuation Funds, Product Manufacturers, and Life & Annuity Companies an enterprise platform and future proof pathway to adapt as business conditions change. Offering scalability, investment portability, and the opportunity to rapidly automate processes, drive down costs and give back value to investors, click here to compare the tailored needs of Institutional Asset Allocators.

Discretionary Portfolio Management

For organizations managing full or partial discretionary allocations in open architecture funds, alternative investments, separately managed segregated accounts, or proprietary products. This solution profile delivers integrated Asset Allocation modelling, pre-trade Compliance, periodic Rebalancing, and Transaction Lifecycle Management.

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Algorithmic Portfolio Management

For organizations delivering outcome-based investment solutions via cross invested pooled product vehicles, and requiring automated asset allocation algorithms with flexibility to manage tactical implementation decisions. This solution profile delivers integrated Asset Allocation modelling, pre-trade Compliance, daily Cash Allocation, periodic Rebalancing, and Transaction Lifecycle Management.

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Investment Operations

For Investment Operations teams requiring a pooled product Investment Book of Records (IBOR) for open architecture funds and alternative investments. This solution profile delivers middle-office Cash Allocation, Rebalancing, Transaction Lifecycle Management and Unitization.

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Fund Accounting

For Accounting and Operations teams requiring a single IBOR / ABOR platform for on-balance sheet and off-balance sheet unit-linked product investments. This solution profile delivers middle and back-office Cash Allocation, Rebalancing, Transaction Lifecycle Management, Unitization, NAV Pricing, Fund / Sub-ledger Accounting and Tax Calculations.

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