Investment proposition development

Quarterly updates of the Insight model take account of changing market conditions. So you can use Insight for regular reviews of your products and to set new terms.

Why this is so important

You can perform credible “value for money” tests, which compare the potential outcomes from products with the alternative of cash investment.

The realistic investment paths created by Insight's 10,000 scenarios enable the durational aspect of risk and return to be examined. This is particularly important for products where the return in a given year is dependent on the sequence of returns in preceding years.

A flexible and comprehensive nature

The flexibility and comprehensive nature of the Insight model lets you use it for a wide range of investment products, such as:

  • Risk targeted funds
  • Structured products
  • Absolute return funds
  • Variable annuities
  • Income drawdown solutions
Asset forecasting


Using EValue's modellers, powered by Insight, lets you illustrate the unique features of investment propositions designed using Insight. This ensures complete consistency between the design of a proposition and the illustration of the benefits to consumers.

See other ways to use Insight or contact us to arrange a demo

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