Financial Technology Year

Morningstar Direct
By: Morningstar, Inc.
https://www.morningstar.com/products/direct

Investment analytics platform with global database of managed investments, securities, indexes, and market data. Includes portfolio analysis tools, ESG data, risk metrics, and performance attribution.

Evestment Asset Allocation
By: Evestment
https://www.evestment.com/solutions/asset-allocators/

Evestment Asset Allocation platform provides capital market assumptions tools, allowing investment professionals to develop and implement investment strategies. The solution includes forward-looking return estimates, correlation data, optimization tools, and the ability to create custom asset allocation models based on client-specific assumptions.

Windham Portfolio Advisor
By: Windham Capital Management
https://www.windhamcapital.com/windham-portfolio-advisor

Windham Portfolio Advisor includes sophisticated capital market assumption tools designed for asset allocation and investment strategy development. It features proprietary risk models, regime-based forecasting, optimization capabilities, and tools to develop custom capital market assumptions tailored to specific investment views.

Wilshire Advisor
By: Wilshire
https://www.wilshire.com/solutions

Wilshire Advisor provides capital market assumption tools that help investment professionals develop and implement asset allocation strategies. It includes forward-looking return estimates across asset classes, optimization capabilities, risk modeling tools, and features to develop custom assumption sets tailored to specific investment views.

MSCI Barra Portfolio Manager
By: MSCI
https://www.msci.com/analytics/portfolio-management

MSCI Barra Portfolio Manager includes tools for developing and implementing capital market assumptions in the asset allocation process. The solution provides expected returns data, risk modeling capabilities, correlation forecasts, optimization tools, and stress testing features that help investment professionals build robust strategic asset allocation models.

Investment Metrics Asset Allocation System
By: Investment Metrics
https://www.invmetrics.com/solutions-asset-allocation/

Investment Metrics Asset Allocation System includes capital market assumption tools designed for institutional investors and consultants. The platform offers forward-looking return estimates, risk models, correlation data, optimization capabilities, and the ability to create custom capital market assumptions to support strategic asset allocation decisions.

JP Morgan Long-Term Capital Market Assumptions
By: J.P. Morgan
https://am.jpmorgan.com/us/en/asset-management/institutional/insights/portfolio-insights/ltcma/

JP Morgan's Long-Term Capital Market Assumptions (LTCMAs) provide forward-looking estimates of risk, return, and correlations for major asset classes. The assumptions are available through interactive tools that allow investment professionals to develop strategic asset allocation models, test portfolio constructions, and evaluate the impact of different market scenarios on investment outcomes.

J.P. Morgan Long-Term Capital Market Assumptions (LTCMAs)
By: J.P. Morgan Asset Management
https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/ltcma/

Provides forward-looking, multi-asset class capital market assumptions for returns, volatility, and correlations, designed to inform strategic asset allocation and portfolio construction.

Ortec Finance Economic Scenario Generator (ESG)
By: Ortec Finance
https://www.ortecfinance.com/en/solutions/products/economic-scenario-generator/

Produces forward-looking capital market assumptions, scenario sets for asset returns, correlations, volatilities, and macroeconomic factors, supporting asset allocation, risk, and ALM studies.

Russell Investments Capital Market Insights
By: Russell Investments
https://russellinvestments.com/us/research/capital-market-assumptions

Annual capital market expectations for major asset classes, scenario analysis, strategic asset allocation modeling, and reporting aimed at pension funds and asset managers.