Use our award winning dynamic asset allocations and risk rating services

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

Let us empower your research teams 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 around your needs, or directly replicate 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 portfolios with customers generating increased inflows.

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Develop and manage a range of risk-managed model portfolios delivering suitable investments for advisers and their clients, backed by a unique and robust methodology.

EV Multi-Asset Allocations

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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.

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Help your clients choose your models to prove suitability for their customers.

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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EV Asset Allocation Research

Our interactive investment research pack supports your in-house research capabilities with valuable, independent insights that empower your asset allocation process.

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