Active Allocator announced a multi-year agreement with View Capital Advisors.
View Capital, an early adopter of the ActiveAllocator methodology and system for strategic asset allocation. It also analyzes, optimizes and provides investment portfolio expression for the firm’s high-net-worth clientele.
In addition to client portfolio analysis, View Capital uses ActiveAllocator to construct hypotheticals, model market scenario analyses and generate new client proposals.
“Amongst the many benefits of the ActiveAllocator platform is enhancing our ability to add alternative investments as well as demonstrate with facts, numbers and other specifics new ways to bring about improvement in client portfolios,” said Ken Shoji, View Capital managing director and CIO.
