Our projections help advisers illustrate likely outcomes for their clients and help match investments to their specific needs. Clear and well-grounded projections of possible returns build investor engagement with the likely implications for their investments leading to easier and better investment decisions. The illustrations can also be a powerful aid to advisers communicating their advice and to product providers explaining their proposition.
From the outset, we designed Insight to help meet these goals.
With our Insight model in place and the freedom to ascertain what’s important, asset allocation becomes purely a mathematical problem, curbed only by the speed of computational calculations.Contact us to see how we can help
We have successfully used this approach for risk targeted model portfolios for 15 years and for fund allocations for 10. It has also proved very effective at tackling more complex situations such as saving for retirement income where simple summary statistics struggle to capture important aspects of the entire situation.
Independent assessment of our approach has consistently produced outstanding results.