AccuRisk

Product Infographic captions

• 1

  Our state-of-the-art Risk Tolerance Test is easy to use. Each bar represents the upside and downside of a model portfolio, and the client simply chooses the one that he/she feels most comfortable with.

• 2

  The result directly maps to a model portfolio used by your firm.

• 3

  The client's target volatility is the long-term average volatility of the model portfolio. Monitor the client's risk exposure regularly to make sure it stays in line with the target volatility

• 1

  This risk-return chart helps you quickly identify at-risk clients. Each green dot represents a client portfolio, and the ones on the lower right corner need attention.

• 2

  Visualize risks in the short-term, medium-term and longer-term to get a complete picture. It is like the 3D X-Ray.

• 3

  Calculated daily to give you the latest. You can also use this chart with one client at a time to help you make better-informed decisions and reduce panic.

• 1

  Check client expectations against the realities of key markets in the short-term (not shown), medium-term and longer-term.

• 2

  This is the best fit line, indicating realistic expectations.

• 3

  If the client's risk tolerance level and expected return falls above the line, the expectation is not realistic.