GLOBAL MACRO ALLOCATION

Turn Macro Regimes Into Measurable Portfolio Performance

A systematic portfolio operating system that converts real-time macro regime dynamics into executable allocations — with full decision accountability.

Regime Nowcasting

Real-time probabilistic macro regime detection across growth, inflation, and policy.

Systematic Allocation

Predefined rules that translate regimes directly into portfolio weights.

Decision Attribution

Persistent entry, trim, and exit tracking

Macro regime dashboard screenshot

THE PROBLEM

Macro Insight Rarely Becomes Portfolio Discipline

  • Economic data is lagged, revised, and often contradictory
  • Most macro tools explain why markets move but don’t say what to do
  • Model portfolios change without tracking real entry prices
  • Investors can’t clearly attribute outcomes to decisions

Investors struggle to answer: Did this macro decision add value?

Research
→
Allocation
→
Execution
→
Attribution

Most platforms break at the allocation-to-execution and attribution layers.

THE SOLUTION

A Macro-Regime Portfolio Process

A unified framework that nowcasts regimes in real time, translates regimes into allocations, and tracks outcomes from real decision points.

Real-Time Macro Regime Engine

  • Broad dataset across growth, inflation, and policy
  • Probabilistic regime tracking (not static labels)
  • Transition momentum monitoring
  • Continuously adapts as data updates
RealTimeMacroRegimeEngine

Regime → Portfolio Translation

  • Each regime maps to predefined allocation logic
  • Assets added, dropped, or resized dynamically
  • Removes discretionary drift and narrative bias
  • Fully systematic and reproducible process
Regime to allocation mapping diagram

Live Model Portfolio & Allocation Logic

  • Core / Satellite / Cash sleeves
  • Transparent weights and rationale
  • ETF-based global multi-asset implementation
  • Rules-based, auditable decisions
LiveModelPortfolioAllocationLogic

Entry, Trim & Exit Tracking

  • Explicit entry prices and dates per symbol
  • Clear trim and exit levels
  • No retroactive performance rewriting
  • Decision-level accountability and attribution
EntryTrimExitTracking

WHY IT’S DIFFERENT

Positioned Between Research and Execution

Capability Traditional Platforms This System
Macro Insight Interpretive Quantified & probabilistic
Allocation Static Regime-driven & dynamic
Execution Manual Trade-ready logic
Attribution Limited Persistent decision tracking
Coverage
1,000+
Symbols tracked across global ETF universes.
Architecture
Multi-Asset
Equities, factors, commodities, fixed income.
SAAS
Subscriptions
Platform-ready models, analytics access.

GET ACCESS

Replace Macro Commentary With Portfolio Process

Implement regime-aware allocation with measurable outcomes—built for wealth platforms, PMs, and allocators.

Schedule a Demo