Investment Advisory & Discreti...
Risk Finder
4min
one of the most important decisions every investor make is what risk level their portfolio(s) should have however, talking about and understanding the risk for different portfolio can be challenging for investors the risk finder is a tool that support advisors when talking about risk with investors the overall goal is that the advisors will have visual tools that can be used to illustrate the characteristics of the different risk levels and better ensure that the investors take a well informed decision about their prefered risk level analysis the risk finder comes with different analysis and allows advisors to compare up to 3 portfolios all portfolios are compared on strategic asset allocation level portfolio in the portfolio analysis the advisor can compare the portfolio weights, on asset class level, between the selected portfolios historical return in the historical return analysis the advisor can compare historical performance of the selected portfolios expected value in the historical return analysis the advisor can compare expected value of the selected portfolios