Instreet Portfolio Check-Up
Understanding and managing portfolio risk is a priority for investors and advisers alike. But where do you find the information you need to assess risk in your clients’ portfolios? How do you stress test a portfolio? Do you know if your client’s risk profile matches their investment objectives?
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Contact Instreet to learn more
The Instreet Portfolio Check-Up gives you the information you need to understand and easily explain how risk impacts your clients’ share and ETF portfolios. You can:
- stress test your client’s share portfolio in different market conditions;
- analyse portfolio construction and identify where the risk comes from;
- give your clients the information and transparency they want; and
- offer a unique service with the potential to increase revenue for your business.
Managing your clients’ expectations is the key to successful and lasting relationships. The Instreet Portfolio Check-Up can help you:
- stress test your client's share and ETF portfolio for different market conditions;
- understand and quantify their portfolio risk;
- assist with portfolio construction;
- better understand portfolio performance.
