Pioneering Fund Risk-Rating Methodology & Services

Support your clients by matching your products to customer risk profiles

Providing risk-rated funds for accumulation is an easy way for advisers to turn their risk questionnaire’s output into suitable recommendations. Enabling them to run their businesses efficiently with the knowledge that they are meeting their compliance obligations, and more importantly, providing vital information empowering them to make choices about which fund to recommend for their clients specifically.

Explaining to advisers how your fund matches their client’s suitability requirements for growth
An objective-based methodology fitting with their cash flow planning and can be easily explained to customers
Designed to work as part of an adviser’s suitability process
Quickly compare volatility risk relative to other funds
Apply a risk measure appropriate for your client’s objective. Accumulation risk ratings measure a fund’s Value at Risk (VaR)

Revolutionise your approach to risk-rating funds for decumulation.

The combination of risk rating, calculating the average income and showing the potential for the income to fall provides vital information enabling advisers to make choices about which fund to recommend for their clients specifically. Other benefits include.

Explaining to advisers how your fund matches their client’s suitability requirements for income
An objective-based methodology fitting with their cash flow planning and can be easily explained to customers
Designed to work as part of an adviser’s suitability process in the same way as accumulation
Quickly compare income risk relative to other funds
Apply a risk measure appropriate for your client’s objective. Decumulation risk ratings measure a fund’s Income at Risk (IaR).