Risk Rating Funds

Scientifically match funds and portfolios to client risk profiles.

  • Our technology currently risk rating over 175,000 funds.
  • Our service risk rates any fund or portfolio against chosen risk benchmarks and investment time horizons.
  • Quarterly, forward-looking risk ratings can then be produced for selected funds.
  • Our Funds Risk Assessor then puts this powerful scientific and consistent process in our clients’ hands. Combined, this provides them with the confidence that their approach can withstand thorough regulatory scrutiny.

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