Using 2,400+ covariance correlations, our Asset Risk Model enables you and your firm to assess, with institution-level precision, any combination of asset classes or asset allocation model. You can then confidently demonstrate to a client its risk profile and further, how it differs from its respective benchmark asset allocation in Dynamic Planner.
To determine a portfolio’s suitability for a client, Dynamic Planner robustly models a range of outcomes that can be expected for its risk profile over given timeframes. Further, Asset Risk Model analysis can be viewed in 15 or, for a deeper-dive, 49 asset classes, to grant firms greater access to precision fund analysis.