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SmartRisk

SmartRisk

Information related to our portfolio risk analysis software

How do I get started with SmartRisk?

What does SmartRisk do?

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?

Can you analyze Separately Managed Accounts (SMA) portfolios?

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

Compliance

Has my Broker/Dealer approved the use of SmartRisk?

Financial questions explained

Is Loss Aversion the same as Risk Aversion?

What is the difference between "Heavy-Tailed" and Gaussian distribution models?

What are "Equity Glide Paths"?

Understanding the Reports

Can I see a SmartRisk report?

What does the software analyze?

Does SmartRisk analyze bonds?

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?

How does SmartRisk measure 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 Model Portfolios 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 I have entered?

Pricing

How do I buy SmartRisk?