
Differentiate your wealth management firm, kickstart your due diligence process, and leverage Tax Drag to win over prospects and clients.
We’re excited to announce that starting today, advisors now have an even greater set of choices for deciding which market risk assumptions to use when driving the Risk Number® and 95% Historical Range analytics for portfolios.
This calculates the Six Month Historical Range based strictly on average return data, and does not incorporate capital market assumptions. This will allow Riskalyze to more closely match other portfolio analysis tools that use average annual returns.
In either case, Riskalyze uses actual past return, volatility, and correlation statistics to calculate a portfolio’s Risk Number, and the upside and downside risk of the Six Month Historical Range. Please note that we haven’t changed the default for any existing users — they all have Advanced Risk Modeling enabled. Advisors can easily set their preferences in Settings > Account Details > Risk Model.
Want details? Visit our knowledge base article. Questions? Send us an email or drop us a live chat inside Riskalyze. We’d love to connect.
Differentiate your wealth management firm, kickstart your due diligence process, and leverage Tax Drag to win over prospects and clients.
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