Asset Allocation Incorporated

80 S 8th St Ste 4200
Minneapolis, MN 55402

Asset Allocation Audit is a performance audit system developed over two decades ago in Minneapolis, MN, to monitor large investment programs. It provides a powerful oversight system by overlaying financial reporting with productivity reports, enabling users to create a model of the entire investment management process and compare actual decisions with hypothetical outcomes. The Audit serves the needs of lead fiduciaries and has been utilized by diverse institutional investors to improve the efficiency of their investment management operations.

Asset Allocation Incorporated, based in Minneapolis, Minnesota, offers the Asset Allocation Audit, a performance audit system designed to monitor and improve large investment programs. This powerful oversight system overlays financial reporting with productivity reports, allowing users to create investment management models and compare actual decisions with hypothetical outcomes. The Audit serves the needs of lead fiduciaries and has been utilized by various institutional investors, including pension funds, unions, and charitable foundations, to enhance the efficiency of their investment management operations.

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