Insight projections are a great basis for understanding investment risks.
A full projection can answer many risk-related questions, but we also offer a variety of tools and services that provide direct answers to specific risk-related questions. These can help verify, accelerate and explain investment processes.
Among our APIs are "Chance of…" and "Drawdown Age" calculators, which show the probability of meeting specified objectives.
These help investors understand the risks they face with new plans and monitor whether existing plans are on track in relatively concrete terms.
We offer twin services to help clients understand whether funds are comparable or suitable for particular objectives and provide a link to our psychometric risk profiling.
Fund Risk Assessor uses fund asset allocation information to assign a risk level to an individual fund or portfolio of funds. This can be done against EValue's own benchmarks i.e. 5, 7 and 10 risk level scales, depending on the risk questionnaire used. It can also be done against third party risk benchmarks input into the tool. The anticipated term of the investment can also be varied enabling changes in risk level of a fund or portfolio to be ascertained.
With our risk rating service, we provide fund managers with reports detailing the risk levels of their funds over a range of terms and on the 5, 7 and 10 risk level scales. We provide model portfolios and risk profiles for these.
Investors are not the only people who need to manage risk, advisers do too.
That's why Insight doesn't only help advisers to deliver client services, it also provides them with a valuable way to manage and monitor their propositions: