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Fund Risk-Rating Service

Group 11001

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?

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Increase assets under management

as advisers quickly and easily matching your risk-rated funds to their clients’ risk profile.

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Enhanced visibility

with advisers as your risk rated funds appear within our adviser tools and solutions.

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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:

Dials Risk 10
EV Standard 10
Group 13936
EV Standard 7
Group 8680
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.

 

Book a meeting with us