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SmartRisk

SmartRisk

Information related to our portfolio risk analysis software

What does SmartRisk do?

What are the inputs for SmartRisk?

What are “Smart Symbols”?

How does SmartRisk calculate the expected return?

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

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

Training

Video Tutorial of SmartRisk

What does the software analyze?

What is the "Fee Comparison" chart in SmartRisk?

How Does SmartRisk Calculate an Expected Return?

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?

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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Understanding the Reports

What Type of Holdings Will SmartRisk Consider in the Risk Analysis?

Can I see a SmartRisk report?

Model Portfolios

How does the SmartRisk portfolio comparison feature work?

Are There Pre-Built Model Portfolios in SmartRisk?

Financial questions explained

What is the difference between "heavy-tailed" and Gaussian distribution models?

Is loss aversion the same as risk aversion?

What are "Equity Glide Paths"?

Compliance

Has my Broker/Dealer approved the use of SmartRisk?