Utilise our dependable risk suitability assessment across any proposition
Available via EValue's API Portal, the Risk Suitability module provides direct and easy access to:
- Risk Profiler - Enable a consumer’s attitude to risk and capacity for loss to be determined.
- Fund Risk Assessment - Allows for a fund or portfolio of funds to be risk rated against chosen benchmark asset allocations.
- Portfolio Optimisation - Enables a comprehensive analysis of existing portfolios to be undertaken allowing optimised portfolios to be constructed.
- Efficient Frontier - Calculate the risk and return for individual products and an overall portfolio of products for mapping onto an efficient frontier curve.