Allocation Strategy announced it has raised £1.6 million in seed funding in a round led by Fuel Ventures, with participation from angel investors and industry experts. The company said the financing will be used to build and scale the business, expand its research and development, and accelerate the rollout of new solutions for institutional investors.
Allocation Strategy positions its platform around asset allocation decision support, including expected return inputs, scenario analysis, and portfolio construction. The firm said it is focused on helping investment teams strengthen risk understanding and improve resilience as market conditions shift and portfolio design becomes more complex.
Fuel Ventures founder Mark Pearson said the company is addressing a growing challenge for investors as macro conditions change more rapidly, making traditional tools struggle to keep pace. He also pointed to the team’s prior experience operating inside a large, sophisticated investment organization as a differentiator in building a platform intended for day-to-day use by investment teams.
Allocation Strategy describes its technology as grounded in decades of research and real-world deployment, with an emphasis on institutional-grade implementation. The firm said it supports clients across expected returns, risk modeling, portfolio construction, and scenario analysis, with the goal of enabling more resilient portfolios across changing market environments.
KEY QUOTES
“Portfolio decisions are more complex than ever, and institutional investors need stronger tools to understand risk and build resilience over time. Allocation Strategy is designed to give investment teams a clearer analytical foundation for asset allocation decisions – supporting everything from expected return inputs to scenario analysis and portfolio construction.”
“This funding enables us to accelerate R&D underpinning our analytics, scale the business, and expand our solutions to support more institutions globally.”
Pavol Povala, CEO, Allocation Strategy
“Allocation Strategy is tackling one of the biggest challenges in investing today: making confident allocation decisions when portfolio construction is becoming more complex and macro conditions are shifting faster than many traditional tools can handle. The team brings exceptional domain expertise from operating at scale inside one of the world’s most sophisticated investment organisations, and they’ve translated that experience into a platform that’s genuinely useful for investment teams.”
Mark Pearson, Founder, Fuel Ventures
