Interactive tools


Cycle of market

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

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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.

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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.

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Cashflow forecasting

Help your clients plan for retirement with cashflow forecasting.

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Manager breakdown

This tool shows the diversification built-in to our multi-asset, multi-manager institutional funds.

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Request a tour

Reach out to request a demo of how to use these interactive tools, including insights to aid your client conversations.

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Any opinion expressed, is not a statement of fact, is subject to change and does not constitute investment advice.

The value of investments and the income from them can fall as well as rise and is not guaranteed. Your clients may not get back the amount originally invested.

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