Rebalancing and FX Hedging for institutional asset managers.
Rebalancing and FX Hedging for institutional asset managers.
Alloq is the portfolio allocation, rebalancing, and FX hedging SaaS from the Netherlands now available in Australia and New Zealand. Made for institutionals who manage complexity at scale, across multi-asset portfolios, liability-driven strategies, and delegated structures.
Supporting proxy based and notional rebalancing to manage time zone differences.
Alloq is the portfolio allocation, rebalancing, and FX hedging SaaS from the Netherlands now available in Australia and New Zealand. Made for institutionals who manage complexity at scale, across multi-asset portfolios, liability-driven strategies, and delegated structures.
Supporting proxy based and notional rebalancing to manage time zone differences.
You’re in good company. Alloq is trusted by top tier
Institutional Investment Asset Managers and Asset Owners.
We are fully ISO 27001, ISO 9001 certified and ISAE 3402 assured.
Data always remains in Europe or in your region.
Supporting the worlds most complex Rebalancing and FX Hedging algorithms
Our platform is designed to handle the most complex Rebalancing and FX Hedging algorithms. While making sure your data governance and regulatory compliance is fully met.
Alloq in a nutshell
This is what makes Alloq unique and why clients love working with Alloq.
Alloq in a nutshell
This is what makes Alloq unique and why clients love working with Alloq.
Supporting most complex algos
Alloq supports rebalancing with derivatives, proxy based rebalancing, illiquid compensations and many more ways of Rebalancing and FX Hedging.
Supporting most complex algos
Alloq supports rebalancing with derivatives, proxy based rebalancing, illiquid compensations and many more ways of Rebalancing and FX Hedging.
Extremely Accurate
We focus on high accuracy without overwhelming you with unnecessary information, ensuring you have the clarity and control you need.
Extremely Accurate
We focus on high accuracy without overwhelming you with unnecessary information, ensuring you have the clarity and control you need.
ISAE 3402 and DORA compliant
Our clients identify Alloq as "Critical Supplier". We are regulated and audited twice a year. We pass flawlessly. Every. Single. Time.
ISAE 3402 and DORA compliant
Our clients identify Alloq as "Critical Supplier". We are regulated and audited twice a year. We pass flawlessly. Every. Single. Time.
Audit Trails and oversight
Your compliance department is going to love this: All calculations, manual overrides, data origin and transactions are auditable and traceable.
Audit Trails and oversight
Your compliance department is going to love this: All calculations, manual overrides, data origin and transactions are auditable and traceable.
Third Party (API) Connectivity
Alloq currently connects with Aladdin, SimCorp and Charles River IMS to retreive source data. Sending flows and trades back to these systems.
Third Party (API) Connectivity
Alloq currently connects with Aladdin, SimCorp and Charles River IMS to retreive source data. Sending flows and trades back to these systems.
Fast
Our software is incredibly fast, allowing you to perform any task without waiting or worrying about system performance.
Fast
Our software is incredibly fast, allowing you to perform any task without waiting or worrying about system performance.
Rebalance. Hedge. Relax.
Designed and created with leading asset managers from the ground up. With zero legacy.
Asset Allocation & Rebalancing
Monitor and rebalance multi-asset portfolios tailored exactly to your algorithms. Covered by step-by-step compliance and data import.
Asset Allocation & Rebalancing
Monitor and rebalance multi-asset portfolios tailored exactly to your algorithms. Covered by step-by-step compliance and data import.
Currency Hedging
Monitor and FX Hedge multi-level, mixed portfolios. Generate exact trades based on the exisiting derivative portfolio.
Currency Hedging
Monitor and FX Hedge multi-level, mixed portfolios. Generate exact trades based on the exisiting derivative portfolio.
Balance Management
Stress-test Fixed Income portfolios in seconds by any curve change.
Balance Management
Stress-test Fixed Income portfolios in seconds by any curve change.
Balance Management
Stress-test Fixed Income portfolios in seconds by any curve change.
Performance Allocation (concept)
Trace down how the performance is allocated amongst age cohorts or lifecycle portfolios.
Performance Allocation (concept)
Trace down how the performance is allocated amongst age cohorts or lifecycle portfolios.
Performance Allocation (concept)
Trace down how the performance is allocated amongst age cohorts or lifecycle portfolios.
Total Portfolio Management (concept)
Taking Asset Allocation & Rebalancing to the next level with multi-factor (3D) rebalancing.
Total Portfolio Management (concept)
Taking Asset Allocation & Rebalancing to the next level with multi-factor (3D) rebalancing.
Total Portfolio Management (concept)
Taking Asset Allocation & Rebalancing to the next level with multi-factor (3D) rebalancing.
Alloq in numbers
Alloq is responsible for rebalancing and FX hedging the total portfolio of our clients with no limits in asset classes.
AUD 0 b
AUD 0 b
Is relying daily on our SaaS.
AUD 0 b
AUD 0 b
Is relying daily on our SaaS.
Built for modern allocation management
Fast, accurate, and robust allocation management.
Custom investment rules
Adjust your rebalancing and fx hedging strategies with our rule-based-mandates.
Custom investment rules
Adjust your rebalancing and fx hedging strategies with our rule-based-mandates.
Four-eyes-principle
Take control, reduce operational risks. Create peace of mind for your team.
Four-eyes-principle
Take control, reduce operational risks. Create peace of mind for your team.
Audit trail
Less to worry about, audit trails are generated automatically.
Audit trail
Less to worry about, audit trails are generated automatically.
Scenario simulation
Test and improve your strategy with our sandbox enviroment.
Scenario simulation
Test and improve your strategy with our sandbox enviroment.
Data integration
Connect your dataflows and make Alloq your single source for Rebalancing and FX Hedging.
Data integration
Connect your dataflows and make Alloq your single source for Rebalancing and FX Hedging.
Custom reports & exports
Extract the information you need. From reports to complex datasheets
Custom reports & exports
Extract the information you need. From reports to complex datasheets
User roles and permission
Make sure your compliant with the structure you need
User roles and permission
Make sure your compliant with the structure you need
Custom validations & alerts
Tailor your regulatory checks and let Alloq signalize on the right moment
Custom validations & alerts
Tailor your regulatory checks and let Alloq signalize on the right moment
Web app software
Works on any infrastructure. No additional software needed.
Web app software
Works on any infrastructure. No additional software needed.
Testimonials
Jeroen Rijk
Head of Total Portfolio Management, PGGM
We are using Alloq on a daily basis to monitor, rebalance and FX hedge € 270 billion assets (under management). This includes our journey to Total Portfolio Management. PGGM has classified Alloq as one of our critical software applications. And they are handling this with great care and support.
Martijn Rozenmuller
CEO, VanEck Europe
I’ve known the Alloq team for many years. They support our growth in Europe with the digital solutions they operate for us. Their work helps ensure that our services are accessible and easy to use for a broad range of investors. Would recommend working with them.
Jan Willem Cartens,
Portfolio Manager, MN
By using Alloq, our Rebalancing process has become more effective and easier to control. The quick responsiveness of the Alloq team regarding support and further development is excellent.
Jeroen Rijk
Head of Total Portfolio Management, PGGM
We are using Alloq on a daily basis to monitor, rebalance and FX hedge € 270 billion assets (under management). This includes our journey to Total Portfolio Management. PGGM has classified Alloq as one of our critical software applications. And they are handling this with great care and support.
Martijn Rozenmuller
CEO, VanEck Europe
I’ve known the Alloq team for many years. They support our growth in Europe with the digital solutions they operate for us. Their work helps ensure that our services are accessible and easy to use for a broad range of investors. Would recommend working with them.
Jan Willem Cartens,
Portfolio Manager, MN
By using Alloq, our Rebalancing process has become more effective and easier to control. The quick responsiveness of the Alloq team regarding support and further development is excellent.
Latest news
Stay tuned to get the latest updates
Request a free demo
Start improving your processes and make better investment decisions.
Request a free demo
Start improving your processes and make better investment decisions.
Request a free demo
Start improving your processes and make better investment decisions.