Honouring great investors
ProAllocate aims to be the definitive industry platform for fund manager insights and asset allocation views. We gather published research from leading asset managers into one place, summarise it, and capture their asset allocation views. Professional investors can see what the industry thinks, where it agrees and where it doesn't, in minutes rather than days. That saves time, widens research coverage, and gives a broader evidence base for investment decisions.
One library. ProAllocate brings together published research from global asset managers — over 11,000 outlooks, capital market assumptions, research notes and commentaries in the past year — and tracks 1,000+ asset allocation calls a month on average. Every insight is searchable, with a clear summary of each piece and a link straight to the original on the manager's own site.
Analise. An AI research analyst that answers questions across the whole library, grounded in what managers have published and pointing you to the sources.
Signals. The asset allocation calls managers make (overweight, neutral or underweight), captured from their published research with their own reasoning attached. Together they show where consensus sits and how it moves.
ProAllocate Advance. For institutions that need more: consensus and dispersion analysis, asset class sentiment scores, capital market assumptions compared across firms, and an upgraded analyst, delivered to teams.
Your data protected. Unlike some other industry platforms, we do not and will never sell your personal information, and reading content on ProAllocate will never add you to anyone's marketing list. We record the questions you ask, the pages you view and the links you click against your account, so we can run the service, apply fair-use limits and improve the platform. Only aggregated trends ever leave ProAllocate. Your individual activity is never shared with anyone, including asset managers.
ProAllocate for asset owners, allocators and investment advisers
ProAllocate is built for CIOs, portfolio builders, fund selectors and investment advisers at pension funds, endowments, wealth managers, private banks, investment consultants and advisory firms, including IFAs. It's for professionals who need to know what the investment industry is saying, and to assess opportunities and risks across asset classes, factors, themes and markets.
ProAllocate for asset managers
ProAllocate helps asset managers increase the reach of their research and insights. Your research reaches the allocators reading ProAllocate, and every summary sends them back to your website to read the original. We attribute every view to the firm that published it and link to the source in every case. We do not charge asset managers to index or distribute their content: it is free to all fund managers.
- Asset managers in the research library
- 85+
- Papers published, last 12 months
- 11,000+
- Asset allocation views captured, last 12 months
- 25,000+
- Screenable asset allocation data points
- 150,000+
- Sub-asset classes, factors, themes and markets tracked
- 600+
Who we are
ProAllocate was founded by Stephen White, CAIA, who spent nearly two decades in asset management, including senior roles at BlackRock, Nasdaq eVestment and Redwheel.
Frequently asked questions
- What is ProAllocate?
- ProAllocate brings together published research from global asset managers — over 11,000 outlooks, capital market assumptions, research notes and commentaries in the past year — and tracks 1,000+ asset allocation calls a month on average. Each piece is summarised and linked to the original on the manager's own website, and the asset allocation views managers publish are captured with their own reasoning attached.
- Who is ProAllocate for?
- CIOs, portfolio builders, fund selectors and investment advisers at pension funds, endowments, wealth managers, private banks, investment consultants and advisory firms. For professional investors and financial professionals only. Not intended for retail investors.
- Which asset managers does ProAllocate cover?
- The research library covers 85+ asset managers, from global houses to specialist boutiques, and grows every month. Every firm has its own page listing its latest research, and asset managers can share content with ProAllocate for review at proallocate.com/share. Coverage is not exhaustive and does not represent all market participants.
- How do Signals work?
- ProAllocate reads asset managers' published research and captures each asset allocation call it states — overweight, neutral or underweight, by asset class — with a short ProAllocate commentary on the manager's reasoning and a link to the paper. Signals are ProAllocate’s structured interpretation of the positioning stated in managers’ published research. They describe managers’ views and are not forecasts, recommendations or ProAllocate’s own views. Strength is shown only where the manager states it. Signals are generated using AI and are regularly reviewed, but not every item is checked before publication.
- Is ProAllocate investment advice?
- No. ProAllocate provides research aggregation and information services for professional investors. Nothing on this website or in ProAllocate materials is investment, legal, tax, accounting or other professional advice, or a personal recommendation, offer or solicitation to buy, sell or hold any security, fund or other investment, or to adopt any investment strategy. You should make your own assessment and take independent professional advice before making any investment decision. ProAllocate is not authorised or regulated by the Financial Conduct Authority.