New and improved Risk Profiler
We're delighted to announce a fresh look and feel for this report, with the aim to help your customers make better informed decisions on the level of risk they're willing to take.
Our Risk Profiler is an illustrative tool designed to assist you in understanding a client’s attitude to risk, an important step before making an investment.
From today, when you run our Risk Profiler and generate a report you will notice a new section titled: What range of values could you expect from your investment?
In this section we use our Prisma Funds to show your clients what range of outcomes they could expect from an example fund within their risk category.
For example, if your client comes out as a Risk Profile 4, we'll share with them the asset split and range of outcomes they could expect to see from investing in a Medium Risk Category Fund (Prisma 4). The scenarios illustrated are from Zurich's PRIIPs Key Information Documents as at 31/12/2023.
Download a sample of our refreshed Risk Profiler Report here.
Click here to try out our new and improved Risk Profiler.
From today, when you run our Risk Profiler and generate a report you will notice a new section titled: What range of values could you expect from your investment?
In this section we use our Prisma Funds to show your clients what range of outcomes they could expect from an example fund within their risk category.
For example, if your client comes out as a Risk Profile 4, we'll share with them the asset split and range of outcomes they could expect to see from investing in a Medium Risk Category Fund (Prisma 4). The scenarios illustrated are from Zurich's PRIIPs Key Information Documents as at 31/12/2023.
Download a sample of our refreshed Risk Profiler Report here.
Click here to try out our new and improved Risk Profiler.
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