Artificial intelligence with a human overlay
Our models use artificial intelligence to help inform our ratings. This allows us to consistently rate 1000+ portfolios, allowing advisers to compare like-for-like strategies
Fundamentals underpin our rating methodology
Investments with a contractual element and a defined return, such as bonds, are a safer investment than speculative assets, such as stocks
Risk is losing money
Our models focus on the probability of losing money. For each risk profile we capture the trade off between protecting capital in volatile markets and growth
We assess risk over multiple time periods
Volatility and drawdown statistics vary depending on the investment time horizon. We take multiple time periods into account when assessing risk
Terms of service. Company number: 15074432
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