Alpha Integration

SOCIO is a portfolio analysis tool that lets institutional investors evaluate their IPS and asset allocations to understand the performance implications of integrating alternative strategies.

SOCIO, our systematic outsourced CIO tool, enables institutional investors to better understand the intricacies of their portfolios and make evidence-based determinations on incorporating alternative allocations in their investment strategy.

By replicating an investment policy statement within SOCIO, investors can evaluate the efficacy of their asset allocations to identify opportunity gaps best filled by alternative allocations.

Informed Asset Allocation

Identify how to best integrate alternatives alongside your existing allocations.

New Endowment Model

Systematically align your asset allocation with foundational sources of return.

Analyze. Optimize. Integrate.

Socio helps investors integrate custom alt strategies by understanding the unique needs and objectives of institutional portfolios.