Asset Allocator
Asset Allocator is designed to allow an advisor to evaluate a client’s current portfolio and risk tolerance to suggest and implement a proposed portfolio to efficiently meet the client’s needs.
Module Target User – Advisors
Completion Time – 20 to 25 minutes
This module:
- Configures to include a company’s capital market assumptions (asset classes, return, risk (standard deviation), yield, dividend, turnover, and correlations), holding limits, benchmarks, proposed portfolio products, risk tolerance questionnaires, Investment Policy Statement, model portfolio sets and model portfolios, compliance text, etc.
- Evaluates client’s aversion to risk to gauge appropriate risk to return ratio
- Compares the client's current and proposed portfolios
- Can use predetermined models or allows the financial advisor to create customized asset allocations using the Specify Mix feature
- Includes implementation product filtering for choosing investment products to satisfy the proposed portfolio
- Uses a database of historical returns on market indices for backtesting and client illustration of market segment performance
- Offers Mutual Fund, ETF, and Money Market Factsheets
- Includes an Investment Policy Statement