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Featured resources

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QUARTERLY UPDATE

April 2019

Are the signs pointing towards a recession? Will UK portfolios survive the turbulent times ahead? Salman Ansari explains what’s happening in the world’s markets.

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QUARTERLY UPDATE

January 2019

From Brexit to bumpy landings, the markets have seen plenty of action over the last couple of months.Salman Ansari discusses the quarter's results.

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QUARTERLY UPDATE

October 2018

In the UK, Brexit dominated headlines. Here's this quarter's update from the asset team.

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QUARTERLY UPDATE

July 2018

In this video, Salman Ansari shares this quarter's Insight asset update.

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QUARTERLY UPDATE

April 2018

Salman Ansari and Jack Evans of EValue's Asset Modelling team, provide an overview of the previous quarter and what we can expect in the coming quarter.

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QUARTERLY REPORT

July 2019

This report compares the underlying projected asset returns assumed in July 2019 and April 2019.

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Company Calendar

QUARTERLY REPORT

January 2019

This report compares the underlying projected asset returns assumed in the January 2019 and October 2018.

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Company Calendar

QUARTERLY REPORT

October 2018

This report compares the underlying projected asset returns assumed in July 2018 and October 2018.

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Company Calendar

QUARTERLY REPORT

July 2018

This report compares the underlying projected asset returns assumed in the January 2019 and October 2018.

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Company Calendar

QUARTERLY REPORT

April 2018

This report compares the underlying projected asset returns assumed in April 2018 and January 2018.

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PENSIONS FREEDOM INDEX

2019

The Pensions Freedom Index looks at the choices people make about their retirement. It gives you valuable information about what people explore when using 3-in-1, a tool used by a number of our clients.

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PENSIONS FREEDOM INDEX

2017

Over 52,000 individuals have explored their new options through EValue's Pensions Freedom Planner, currently deployed by a number of EValue clients.

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FACT SHEET

Risk profiler

Risk profiler comprises an off-the-shelf psychometric questionnaire to help advisers establish the…

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FACT SHEET

API Portal overview

APIs provide our clients with the ability to easily integrate EValue's forecasting into their own…

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FACT SHEET

Funds Risk Assessor

EValue's Funds Risk Assessor tool is designed to help advisers select individual funds and a…

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FACT SHEET

Background to Insight Asset Model

This video takes you through the background to the EValue economic scenario generator model…

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FACT SHEET

Portfolio analyser

Portfolio Analyser enables advisers to analyse a client’s existing assets both at product level…

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FACT SHEET

Advertising on pension transfer response to CP1716

EValue welcomes the FCA’s Consultation Paper on pension transfers. In the light of the high level…

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FACT SHEET

Calculating the risk rating of portfolios

This document sets out details of efficient portfolio construction against a risk rating scale…

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FACT SHEET

How do we risk rate a fund or portfolio?

Funds Risk Assessor can risk rate any investment proposition (whether an individual discretionary…

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FACT SHEET

Psychometric risk questionnaire

An integral part of giving advice is taking into account the risk profile of the individual and…

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FACT SHEET

Psychometric risk profiling

Risk profiler comprises an off-the-shelf psychometric questionnaire to help advisers establish…

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FACT SHEET

Risk questionnaire due diligence

This document aims to look in detail at EValue's standard risk questionnaire and show how it…

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FACT SHEET

Adviser protection planner

Protection Planner allows advisers to quickly and easily see the impact of providing protection…

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FACT SHEET

Adviser investment planner

Investment Planner allows advisers to show the benefits of investing based on the client’s risk…

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FACT SHEET

Adviser lifetime planner

EValue's Lifetime Planner tool has been designed to help advisers work with their clients…

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FACT SHEET

Adviser pensions freedom planner

EValue's Pension Freedom Planner tool has been designed to help consumers explore their…

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FACT SHEET

Adviser retirement planner

Retirement Planner helps advisers to communicate the potential risk and returns of their client…

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FACT SHEET

ROBO advice foundation solution

Robo-advice is going to evolve dramatically in the coming years. However, no matter which advice…

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FACT SHEET

Flexible retirement options

EValue's Flexible Retirement Options tool helps employers to clearly and impartially communicate…

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REPORT

Robo Advice

This paper discusses how Robo advice can help reinvent the financial advice process in ways which will work better with the industry, regulators and consumers alike.

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HOW TO

Communicate the impact of risk to your clients

In this guide, we consider the subject of risk and the role it plays with the investment advice and recommendation process.

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HOW TO

Make sure your forecasts are realistic

In this guide, we explore what advisers need to consider when selecting a financial forecast model.

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HOW TO

Establish a clients capacity for investment risk

We explore how to establish a client's capactiy to accept investment risk as part of the process of identifying their risk profile.

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HOW TO

Choose a growth risk questionnaire that is fit for purpose

In this guide, we consider the importance of a risk assessment questionnaire in identifying how much risk an investor is prepared to take.

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HOW TO

Engage employees with financial matters online

In this guide, we explore the issues employers need to consider in order to engage their employees with financial matters.

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HOW TO

Help your clients use their pensions freedom wisely

In this guide, we explain how to help your clients use their pensions freedom wisely.

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HOW TO

Communicate pension changes using online tools

In this guide, we explain how to communicate pension changes using online tools.

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E-BOOKS

Stochastic Modelling

This document aims to explain what stochastic modelling is and how it can be applied to financial planning. In particular, it highlights the differences between deterministic and stochastic modelling and what you should look for in selecting a robust stochastic mode

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E-BOOKS

EValue Asset Model Overview

The aim of the EValue asset model is to provide its users with the best possible understanding of their investment options. The typical ultimate consumer of our model is a private investor making decisions about long term investments most likely through collective investment schemes.

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CASE STUDY

Automated Advice Process

Our client, a global asset manager, wanted to build an automated advice process that included the explanation and calculation of risk and reward for each investment.

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CASE STUDY

Robo Advice Solution

Our client, a high-street bank, wanted to create a robo advice service for its customers. The aim was to help more of their customers by opening up their investments through a low-cost advice service for mass market investors.

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CASE STUDY

Zurich Horizon Funds

Discover how Zurich and Columbia Threadneedle successfully use Insight to provide strategic asset allocations, ensuring strong performance across five risk-profiled multi-asset funds.

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