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Enhance your investment performance and risk rate your funds using our comprehensive asset modelling solutions

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In a world of increasing regulatory change, greater competition and evolving client objectives, the need for a broader range of investment solutions that support your investment process are vitally important.

Let us add value to your research with a range of reporting capabilities, 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 to your needs, or directly replicated into your model portfolios.

 

 

 

As a market leading provider of attitude to risk questionnaires to the UK adviser market, we are well positioned to risk-rate your products enabling you to match your funds with customers generating increased inflows in assets.

Manage the risk profile of your multi-asset funds. Demonstrate to your clients  how the risk profiles of your funds map to their customer’s investment risk  appetite.
Ensure that the risk profile of your funds is available to all clients. Helping  your clients to effortlessly choose your funds to easily match with their  customer's suitability needs.
Show that your funds are appropriate for non-advised Investment Pathways.  Easily ensure your funds and investment solutions remain compliant with the  FCA's Investment Pathways regulation.
Create and manage your own multi-asset risk targeted investment solutions.  Develop and manage a range of risk-targeted funds delivering suitable  investments for clients and their customers.
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Unleash the power of diversification

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.

 

Learn more

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Book a meeting with us