Risk Suitablity

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.

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