Designed for professionals with an institutional approach
A quantitative tool designed for analysis, supervision and structured decision-making environments.
Designed for teams that require:
- Systematic and auditable methodologies
- Consistency between signal, execution and reporting
- Structural risk analysis across different market regimes
Suitable for structures seeking:
- Real diversification by return drivers
- Discipline in risk management
- Clear, replicable and understandable processes
Especially useful for:
- Independent financial advisors
- Discretionary managers
- Quantitative analysts
Designed for environments where the following is required:
- Full decision traceability
- Clear reporting defensible before committees
- Methodological consistency over time
What this tool is not
- It is not personalised financial advice. It does not adapt to individual circumstances.
- It is not a marketed investment product. It does not involve distribution, placement or public offering.
- It is not a promise of future returns. Past results do not guarantee future results.
- It does not replace the user’s professional judgement. The final decision always rests with the professional.
Use of the information requires sufficient financial knowledge to correctly interpret risks, scenarios and limitations.
Eligibility and access
The content is primarily aimed at:
- Professional clients, as defined by MiFID II
- Users with experience in financial markets
- Environments where information is used for analysis and control purposes
By accessing the platform, the user declares that:
- They understand the informational nature of the content
- They assume full responsibility for any decision made
- They have the capacity to evaluate risks independently
The philosophy of this tool is not to persuade, but to show. It does not seek to attract investors, but to offer a clear, structured and verifiable methodology for professionals who value discipline, risk management and long-term consistency.
Important information
Legacy Allocation is a quantitative analysis tool with an informational and educational nature.
- It does not constitute personalised advice nor an offer/solicitation to buy or sell financial instruments.
- It does not provide financial advice and is not a registered or supervised entity.
- Simulator: results based on historical data/simulation. Static series updated up to 10 February.
- The user is responsible for the use of this information and their decisions.