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SmartRisk

SmartRisk

Information related to our portfolio risk analysis software

What does SmartRisk do?

How do I get started with SmartRisk?

What are the inputs for SmartRisk?

How do I access the SmartRisk seminar presentation?

What are “Smart Symbols”?

How do you calculate the expected return?

Where does the percent gain come from?

What does the number in the middle represent in the asset interaction?

Do you have SMAs (institutional managers)?

Do you have indexes that may be entered as a substitute if a holding is not available?

Understanding the Reports

What is the SmartRisk Asset Interaction Number really saying?

What are some of the caveats and assumptions underlying the Drawdown Analysis in SmartRisk?

Can I see a SmartRisk report?

I've been telling my clients that their portfolio is diversified, but your asset interaction chart tells me that the portfolio is focused (or hedged). What's going on?

In the drawdown analysis, why will a straight line start at 20##?

Why does the drawdown analysis only go back to 2006? Can I go back further?

What does the Blue Bar on the Portfolio Risk Graph represent?

On SmartRisk's average return (or gains, loss, risk), why doesn't it match what is in Morningstar (or Riskalyze, or other software product)?

I've been telling my clients that their portfolio is diversified, but your asset interaction chart tells me that the portfolio is focused (or hedged). What's going on?

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What does the software analyze?

Does SmartRisk analyze bonds?

Does SmartRisk analyze Exchange-Traded Funds (ETFs)?

Does SmartRisk analyze the asset class information that an individual stock, bond, mutual fund (active or passive) or ETF is assigned?

Does this software allow an advisor to input return and risk results for an actively managed investment model?

Does your software analyze mutual fund and individual stock?

Does your software analyze third party money managers?

Does SmartRisk analyze the performance characteristics of the holding when you run the analysis?

How does SmartRisk measure risk? What are the parameters?

How does your software account for investment properties?

How do you measure the risk? What are the parameters?

When we enter the holdings, does the software look at the risk and return of each holding of what was entered? Or does it group into an index and base it off an index?

Does SmartRisk use benchmark/asset classes information or does it look at the actual performance characteristics of the holding when you run the analysis?

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Model Portfolios

Are there pre-built models in SmartRisk?

Can you give me example model portfolios that I can use with my clients?

If I don't use model portfolios for clients; each portfolio is customized. What’s the benefit of SmartRisk for me?

Can I download/print my model portfolios that in have entered?

Imports

If we import from Riskalyze risk profile information what information transports over to SmartRisk?

Compliance

Has my Broker/Dealer approved the use of SmartRisk?

Has SmartRisk been FINRA reviewed?

Pricing

How do I buy SmartRisk?

Financial questions explained

Is Loss Aversion the same as Risk Aversion?

What are "Heavy-Tailed" distributions?

What are "Equity Glide Paths"?