Ensure that the risk profile of your funds is available to all clients.

Group 11001

Helping your clients to effortlessly choose your funds to easily match with their customer's suitability needs.

EV Fund Risk Rating Service

Quickly and accurately risk rate any portfolio or fund range. We do this by applying a consistent and robust approach to determining the fund’s risk compared to the asset allocation benchmarks from any standard risk profiling questionnaire or process.

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Group 13935

 

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