Risk Rating Funds

Scientifically match funds and portfolios to client risk profiles.

  • Risk rate any individual fund, portfolio of funds, model portfolio or any other discretionary fund management, using a consistent and robust forward-looking perspective.
  • Quarterly assessment report with the risk rating on multiple terms and risk categories.
  • The assessed strategic asset allocations are made available to over 10,000 advisers via EValue’s adviser planning tools.