Fund Risk-Rating Service
Support your clients by matching your products to customer risk profiles
We understand it’s important to position your multi-asset funds appropriately along a robust risk scale, so advisers can efficiently select the most suitable investment portfolios for their clients.
Using the same underlying principals used for our adviser based risk questionnaires, we help you complete the circle of allowing advisers to seamlessly match your products with their clients risk profiles.
What are the benefits?
Increase assets under management
as advisers quickly and easily matching your risk-rated funds to their clients’ risk profile.
with advisers as your risk rated funds appear within our adviser tools and solutions.
Delivering a consistent
and robust risk-rated fund proposition that supports the delivery of suitable and compliant advice.
How do we determine risk scales?
To calculate the risk rating of each fund or portfolio with precision, a scale that compares the level of risk against a benchmark must be set.
We use a range of target asset allocations to determine the position on the risk scale, against which a fund’s specific asset allocations can be assessed.
The system has three pre-set asset allocation targets:
EV Standard 10
EV Standard 7
EV Standard 5
You also have the flexibility to choose your range of target asset allocations, for example, the target asset allocations of your risk profiling approach.