ProAllocate Advance

Tracks fund managers’ asset class views.

Busy allocators don’t have time to read hundreds of outlooks every quarter. ProAllocate’s Advance research service does the work for you — tracking asset class views and allocation calls in research notes, outlooks and capital market assumptions.

Book a callEnterprise licence, priced on discovery.

Early adopter offer: 20% off for firms signing by 31 March 2027

Cross-manager return dispersion, equities detail · 10Y family · USD · one dot per manager, latest vintage · consensus median marked

$105T+Combined assets under management of the firms whose views are analysed

Daily fund manager asset class views
New stated calls land every day, mapped to the taxonomy as firms publish them.
Quarterly outlooks analysis
Every publication cycle analysed, so you can see how conviction has moved.
Annual, bi-annual and quarterly CMAs
Long-term assumptions normalised onto one asset-class spine, whatever the vintage.
Screening across 110k+ data points
Filter by firm, asset class, horizon, currency, hedge state and vintage.
Charting tools and chart downloads
Build the chart you need and take it straight into a committee paper.
Data downloads, API and MCP
CSV and Excel exports, or connect the dataset directly to your own stack.

Drill down into calls.

ProAllocate reads fund managers’ research insights and maps their asset class views to the canonical asset-class taxonomy, and delivers commentary and key evidence, plus a link straight to the paper it came from.

Read it chronologically, or switch to current stance to see where each firm stands right now on each asset class.

Filter by firm, asset class, category, sub-asset class, resolution, horizon and date

The Signals feed: Schroders' calls on US Treasuries and core euro government bonds, each mapped to a sub-asset class with the stance, the manager's own wording, the quote and a link to the source paper.

Where fund managers sit — and how much they disagree.

Dispersion shows how conviction is spread across a category's sub-asset classes, with the firm split behind every score. The bar's width is the disagreement.

Heatmaps put the same picture on a continuous underweight–overweight scale, sub-asset class by sub-asset class.

Consensus Score = net directional conviction across managers
Firm splits are direct counts — one stated view per firm, per class, per cycle

Sub-asset class dispersion for developed-market equities: US, Japan, developed markets, Canada and equal-weighted US equities ranked from most bullish to most bearish, each with a firm split bar and a Consensus Score.

Heatmap of developed-market equities on a continuous underweight to overweight scale, showing each sub-asset class's average stance, how much managers disagree, and the shift since the previous cycle.

Fund Manager Views: a grid of firms against developed-market equity regions, each cell marked overweight, neutral or underweight.

Long-term assumptions you can compare.

Every manager builds capital market assumptions differently — different horizons, currencies, hedge states and return conventions. Advance seeks to make firms’ CMAs comparable on a single asset-class spine.

One row per manager, asset class, currency, hedge state, horizon and vintage. Screen and filter down to the comparison you need. Plus, export to charts for investment committee meetings.

The capital markets assumptions table: rows from Cliffwater, BlackRock, HSBC, Goldman Sachs, Invesco and PGIM with currency, manager label, node and category columns.

Ask Analise — your AI analyst — a research question.

Analise is your new AI analyst. On Advance, Analise runs on an upgraded model to improve reasoning on research questions. Plus, Analise in Advance draws on the entire research library, the Signals feed, the Outlooks dataset and the CMA store — consulting the sources each question needs, and attributing every view to the firm that published it.

What's the current market sentiment around US equities?
Who is bearish on high yield credit, and why?
How has sentiment on gold moved this year?
What do managers expect US equities to return over ten years?

Answers link to the library, Signals and CMA sources they draw on
Subject to fair use
Answers summarise published views as of their dates and are not investment advice

A briefing note in one click.

Pick any sub-asset class and Advance writes a briefing note from the underlying dataset — the stated calls, the firm splits, the verbatim commentary and the Consensus Score history behind it.

Built for allocators preparing a committee paper, and for fund marketers who need to know where market consensus stands before they commit budget to research programmes.

Export the underlying data to CSV or Excel at any point

The Narratives tool: asset class, category and sub-asset class selectors beside a Generate briefing note button.

Let’s talk about solving problems together.

Advance is research licensed to firms rather than sold by the seat, so pricing depends on your team’s specific needs. Who is Advance for?

Early adopter offer: 20% off the first-year licence for firms that sign by 31 March 2027.

Investment teams and asset allocators tracking fund manager views
Investment committees who need a whole-of-market view
Investment advisors and consultants who need to know more than just their firm’s “house view”
Fund marketers positioning against published house views
Research and strategy teams building on the underlying data

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ProAllocate aggregates published research from third-party asset managers. Content is provided for information purposes, is directed at professional and institutional investors, and does not constitute investment advice or a personal recommendation.