Mission and vision

Our vision is to help our clients structure their portfolios to match their desired investment profile. We ensure tailor made solutions anchored in a research based and long term sustainable approach, where simplicity goes hand in hand with cost efficiency.

Our mission is to drive high performance over the cycles through well timed allocation decision making. We believe active multiasset allocation dwarfs single asset class alpha generation. We secure stable income generation through asset class diversification, using dynamic return expectation modelling and back testing performance tools in a low cost set-up.

What can we offer?

Partner for professional clients when it comes to investment process & strategy
Construction and implementation of tailormade multi asset class investment portfolios.
Investment strategy research
‘Invest like us’ advisory and fund management

Who are we?

Copenhagen Allocation Partner is an independent research driven investment boutique

It’s partners have a life time of experiance from both buy and sell side of the financial sector. And both from asset allocation research and strategy and actual portfolio management.

Partner Presentation →