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

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