Client Data
Risk Tolerance
We use an internationally recognised psychometric risk tolerance testing process to develop an understanding of our clients' inherent approach to assuming financial risk
Risk Capacity
The Risk Tolerance work is supplemented by an in-house tool that uses income, expenses and current situation to determine the ability to take financial risks
Risk Required
With clients who share comprehensive financial information on their current and desired financial situation, we also calculate the risk they would be required to take to achieve their outcomes
Market Data
EquiMax
Our proprietary tool that assesses the attractiveness of equity as a risk asset, has been developed using index data from 1991 onwards. It grades indices on a score of 1 to 6, with 1 to 2 being attractive zones 3-4 being ‘neutral’ zones and 5-6 being ‘danger’ zones. To download our investment process document where EquiMax is described in more detail
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Interest Rates & Spreads
A database of historical benchmark rates and spreads, that combined with fund behaviour during periods of rising or falling rates, allows us to map interest-rate sensitivity to determine long-term and tactical allocations in the fixed-income space.
Earnings & Trends
Using the ACE Equity database, we also analyse quarterly data on earnings for clues on tactical as well as long-term opportunities.
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