Interactive tools

Take your client conversations to the next level with our interactive tools. Bring your client meetings to life, support your conversations and reinforce key insights into investing wisely.

Value of staying invested

Although the markets might return a loss in difficult years, this tool shows the returns a client could have experienced had they stayed invested.

Value of global diversification

See how different asset classes have performed erratically year to year, demonstrating the benefits of a well-diversified, multi asset approach.

Cashflow forecasting

Help your clients plan for retirement with our cashflow forecasting tool to anticipate possible market return expectations.

Begin forecasting

Cycle of market emotions

From thrill to panic, see some of the common emotions felt by investors at different points in the market cycle; with real world examples.

Volatility and investing

Whilst there can be panic amongst volatility, this dynamic chart illustrates why staying calm (and staying invested) is crucial.

Portfolio breakdown

This tool shows the diversification built-in to our multi-asset, multi-manager institutional funds with a breakdown of your total portfolio value.

Ready to take the next step? Get in touch.

Elizabeth Selvamohan

Elizabeth Selvamohan

Analyst, EMEA Client Team

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Sean Clark

Sean Clark

Director, EMEA Client Team

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Harry Kettenis

Harry Kettenis

SENIOR ANALYST, EMEA CLIENT TEAM

Call now