2025 | Able Archer’25™
| Customer(s) | Product | Year | Project | IP |
|---|---|---|---|---|
| Own Capital / FOs | ABLE ARCHER’25™ | 2025 | Bond Allocation Model | Licensable |
ABLE ARCHER’25™ is a systematic allocation model for bond exposure under changing macroeconomic and market conditions.
The model is designed for private capital and family office use cases where capital preservation, income continuity, duration control, and scenario-aware allocation are relevant. It combines macro inputs, credit conditions, yield levels, maturity structure, and risk boundaries into a repeatable allocation process.
The work covers scenario definition, bond universe selection, maturity rotation, credit exposure control, allocation rules, and periodic review. The model is implemented as a controlled framework for own capital rather than as an advisory mandate or discretionary management service.
Relevant benefits
- Systematic bond allocation scenario model.
- Designed for private capital and family office use cases.
- Allocation process based on defined model rules.
- Scenario-aware duration and maturity positioning.
- Credit exposure and yield-level assessment.
- Support for income continuity and capital preservation.
- Periodic review and recalibration.
- Repeatable model operation and monitoring.
- Deployed with own capital.
- Available for discussion with family offices under appropriate agreements.
Status
Deployed with own capital since 2025 as a systematic bond allocation scenario model.