Super vision

Super clarity for your clients

Sometimes, even superheroes need to think about risk versus reward.

Our consultancy desk can run free analysis on your top clients’ portfolios and assets to see if there’s room for improvement.

We've developed our methodology over years of consulting with institutional clients.

It can help you give your clients the level of risk that suits them.

Sample portfolio analysis comparing the existing portfolio to our proposed portfolio and two alternatives


   Existing  Moderate  Balanced  Progressive

Modelled portfolio volatility
9.9%
 6.9% 7.2%
 7.6%
Modelled portfolio return
 9.2%  7,3%  8.5%  9.9%

 


This is an example of a client report and represent no existing calculations.

 


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