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.
