One place for your investment solutions research
Completing research on multi-asset solutions and discretionary model portfolios hasn’t always been easy. So what if you could quickly find the information you need in one simple place?
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If you’re an adviser, you want easy access to meaningful insights for researching a solution’s suitability for your target markets of clients. If you’re an asset manager, you want to share information about your fund widely and answer questions people may have up front.
Meeting both demands, our Research module is a place to share solution insights with more than 40% of UK advice firms, who can download and read objective reports about your funds updated each quarter. Those documents contain analysis driven by data provided by the solution’s manager. Framing this, investment returns can be compared to the performance of our independent benchmark asset allocation for the fund’s risk profile.
Powerful insights, simply communicated
- Key summary of fund details direct from solution manager
- Performance comparison with benchmark asset allocation
- What’s the average performance for the fund’s peer group?
- View a solution’s range of returns each quarter historically
- What’s the fund’s largest monthly gain and loss post-launch?
Completing quality fund research is an important step on the path to a good client outcome. Our research gives you the detailed analysis you need to demonstrate a solution’s value for the risk being taken.
Quarterly reports enable you to really get under the bonnet of a fund. They include summaries of key information to quickly answer questions you have on fees, objectives and structure, alongside meaningful and exclusive insights lifting the lid on a solution’s performance, volatility and sustainability.
Investment Risk Profiling
Investment Risk Targeting
Risk Managed Decumulation
Single Strategy Mapped
