The white paper offers you practical insight on judging clients’ ability to take risks and to then translating this into accurate and effective financial advice. By using stochastic modelling, underpinned by industry-leading Moody’s Analytics and A2R, the paper gives illustrative examples of how a suitable framework can be created to support your recommendations, and why firms need to ensure they have access to the best risk tools as part of their advice process.
Access to Free Tools
With the white paper download comes free access to Synaptic’s tools to support advisers in planning and managing investment risk:
The Attitude to Risk questionnaire
Moody’s Analytics defined investment strategy with risk categories 1-5 and 1-10
Access to updated risk ratings for portfolios and funds
It’s never been a better time to be an adviser, but risk profiling and management of investment risk has become more important than ever.
To download the new white paper: Creating better outcomes in financial planning by optimising investment risk and reward using stochastic modelling, visit www.synaptic.co.uk/risk