EValue's Funds Risk Assessor can risk rate any investment proposition whether an individual discretionary fund, a model portfolio or any other central investment proposition. We do this by applying a consistent and robust approach to determining the risk of the fund compared to the asset allocation benchmarks from any standard risk profiling questionnaire or process.
In order to calculate a risk rating, a scale to compare the risk against must be set. EValue's funds Risk Assessor uses target asset allocations to determine the position on the risk scale against which alternative asset allocations determined by the funds selected can be assessed. The system has 3 pre-set asset allocation targets that can be used:
The adviser can choose to set their own target asset allocations, for example the target asset allocations of their own risk profiling approach.
Click the logos below to view the risk ratings for each of our clients or click here to learn more about how we risk rate a fund or portfolio.
Each quarter we handpick a small selection of funds to risk rate. The default analysis shows ratings for EValue's 1-10 risk benchmark over a period of 10 years. If you'd like a more in depth analysis, contact us at firstname.lastname@example.org. Our risk ratings are used by thousands of UK-based advisers.