Web-based research, planning, portfolio management and client reporting tool allows advisers to analyse a client's attitude to risk and existing portfolios
Asset allocation is the foundation for building well-diversified portfolios. It offers a strategic approach to portfolio design by combining asset classes such as stocks, bonds and cash to meet an investor’s goals. For advisers – whether running your own asset allocation strategies or taking guidance from ready packaged asset models – it is of vital importance that the data powering your software solution is based on sound methodologies and a reliable set of expectations for returns, risk, and correlation. Morningstar’s asset allocation tools draw heavily on the work of Ibbotson Associat...
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