Plutus Allocation
The allocator’s platform.
Pre-trade to portfolio, single strategy to whole book. Plutus is where allocators analyse, construct and monitor — with the same rigour on a QIS sleeve as on a flagship fund, and a clean path into your PMS.
Capabilities
One workflow, pre-trade to portfolio.
Pre-trade analysis
Screen and stress a strategy before it enters the book — exposures, scenario P&L and fit against the current mandate.
Portfolio construction
Combine strategies into a portfolio with explicit objectives and constraints; size to a target risk budget.
Single-strategy analysis
Full diligence on one strategy — performance, drawdowns, risk decomposition and out-of-sample behaviour.
Portfolio-level analysis
Aggregate risk, overlap and contribution across the whole book — not one line item at a time.
PMS integration
Plug into your portfolio-management system: positions in, analytics out, no re-keying.
Monitoring & reporting
Institutional reporting and ongoing monitoring for investment committees, clients and risk.
Scope
Built for how allocators actually invest.
- Mutual funds
- Long-only and multi-asset mandates, benchmark-aware construction and reporting.
- Hedge funds
- Long/short and multi-strategy books, gross/net and factor-neutral construction.
- QIS strategies
- Systematic index strategies — analysis, blending and portfolio integration.
Available now
See Plutus on your book.
Bring strategy research, portfolio construction and monitoring into one allocator workflow.