Analyse and optimise the performance of an investor’s portfolio.
Analyse, build and optimise returns from a portfolio at a selected level of risk and investment time horizon.
Choose from 160,000 UK and offshore funds. Users are able to view past performance and see where a portfolio sits on the efficient frontier.
New funds can replace existing ones in the portfolio. The new portfolio can then be optimised for a selected risk level and time horizon.
Portfolio Analyser enables advisers to analyse a client’s existing assets both at product level and at fund level, taking into account charges, fund performance, the client’s risk profile and the taxation of the existing product.
Calculating the risk rating of portfolio ...
This document sets out details of efficient portfolio construction against a risk rating scale together with the explanation of the risk measure used by EValue when assessing the risk rating of a portfolio.