Create your own range of multi-asset risk-targeted investment solutions
Develop and manage a range of risk-targeted funds delivering suitable investments for your clients and their customers.
EV Multi-Asset Allocations
Our solutions support your end-to-end investment process by empowering your research teams with a range of quarterly reports, detailing the power of asset diversification and current macroeconomic factors.
This enriched data content is based on the underlying intellectual property of our strategic asset allocation modelling and can be fully customised around your needs, or directly replicate into your funds, optimising your multi-asset allocations.
EV Risk Profiling
A range of psychometric questionnaires enables you to accurately establish your clients’ attitude to risk, capacity for loss, and ESG preferences. Identify how comfortable your client is with the volatility of their investment outcomes or the sustainability of their income and communicate risk in an easy to understand way.
Build your own software solution
Access a collection of powerful calculations that provide the building blocks needed to bring your bespoke financial solution to life.
Take control of your user experience by creating unique solutions that access the powerful technology behind all of EV's off-the-shelf solutions.
Book a meeting to talk to us about your requirements today.