Maximize long‑term outcomes with a disciplined asset allocation process. We design portfolios around objectives, constraints and risk budgets—aligning asset classes and factor exposures with your goals while managing drawdowns and funding risk.
Matthex Advisors is an independent firm focused on asset and capital allocation. We translate objectives and constraints into implementable policy portfolios, with clear risk budgets and transparent trade‑offs.
Strategic and tactical mixes tailored to your objectives, liquidity needs, horizon, and tolerance for drawdowns.
Explicit risk budgets, guardrails and funding‑ratio awareness built into the allocation, not added after the fact.
Broad exposure across equities, rates, credit, real assets and defensive factors to improve resilience.
Ongoing monitoring, attribution and scenario views that explain drivers of risk and return—plus responsive support.
A structured, research‑driven process that links objectives to policy, implementation and ongoing governance.
Profile goals and risk appetite; define success metrics (e.g., drawdown, optimisation method - min risk vs max return).
We use collected user and market data to derive the optimal asset allocation for the profile. We pride ourselves in our focus on preserving purchasing power and real returns - After all, how we invest today affects our future in a major way.
See your asset allocation. We aim to keep adding more asset classes and assets as we grow, to give our clients the best possible results.
Continuously monitor exposures, run stress/scenario tests and adjust the glidepath as objectives evolve.