Research risk rated funds

Once the clients’ Risk Profile is agreed, Engage allows you flexibility in your investment strategy by providing four portfolio construction methods for you to choose from:


Rich fund data

Irrespective of which construction method you choose you will have access to rich data from which to filter, sort, rank and analyse the options to make the most suitable recommendation for your clients.

This includes:

Performance information            Ratios

   

  • Cumulative and annualised returns
  • Quartile rankings
  • Yields

 

   

   

  • Sharpe ratio
  • Calmar ratio
  • Volatilities
  • Alphas and betas
  • Tracking errors

Once you have your fund selections in place, you can then perform platform and product research if required. Find out more about product and platform research in Engage.

Want to review clients’ existing portfolios against their current Risk Profile?

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