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Deliver performance by design with a range of dynamic investment solutions

In today’s heavily regulated environment, with ever-changing client objectives and increasing competition due to new entrants and consolidation, it’s crucial to have a wide range of investment solutions to drive your investment process forward.

Enhance your analysis, research, and portfolio construction process with our comprehensive reporting capabilities. Our reports highlight the impact of asset diversification and current macroeconomic factors on your investment portfolios.

This enriched data content is based on the underlying intellectual property of our strategic asset allocation modelling. You can customise it to meet your investment team’s needs or seamlessly integrate it into your funds, improving your multi-asset allocations and client investment outcomes.

As a leading provider of risk assessment questionnaires to the UK financial adviser market, we are well-positioned to assess the risk levels of your products. This enables you to align your funds with clients and increase asset inflows.

Our investment philosophy

Our industry-leading range of dynamic investment solutions is built on four core investment beliefs, which are:
  • A realistic and accurate asset model is crucial to making correct decisions around diversification.
  • You can achieve sustainable performance through a consistent and objective framework for judging the relative attractiveness of different asset classes.
  • Risk benchmarks should be stable and only respond gradually to changes in short-term volatility.
  • Steady incremental gains best achieve significant long-term outperformance.

Key benefits

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Powerful

Our powerful asset model and logical data-driven approach cover a breadth of investment situations and customer investment objectives and terms.

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Reliable

We have a proven track record of delivering outstanding performance and managing risk through various underlying market conditions, instilling trust and confidence in our clients. 

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Personalised

We can tailor our solutions to cover all manner of investment objectives, allowing scope for tactical/active overlays on top of our strategic asset allocations.

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Experienced

We have a long history of working closely with developing propositions and managing their evolution.

Credibility of approach

Our powerful research and optimised multi-asset allocations sit at the heart of our clients' investment process, helping to deliver investment solutions that meet their investment objectives. Our dynamic approach to strategic asset allocations has successfully helped our clients navigate periods of market volatility based on our robust modelling framework.
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Our clients

We provide clients with a robust, repeatable, and cost-effective multi-asset portfolio solution. Our portfolios can be used by index companies, ETFs, fund providers, asset managers, wealth managers, and platforms to build a range of multi-asset portfolios that deliver consistently strong risk-adjusted returns.
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Harness the power of diversification

EV Asset Model

With this realistic stochastic model, you can gain valuable insights and make informed decisions to shape a better economic future for investors today and in the future. The EV Asset Model uses probability theory to predict how different asset classes will behave across 10,000 economic scenarios. It considers historical data and current interest rates to accurately handle a wide range of interest rates, including the current low-rate environment. 

Check out our range of investment solutions.

Our solutions support your end-to-end investment process by empowering your investment research teams with quarterly reports detailing asset diversification's power and current macroeconomic factors. 

There are a variety of ways you can access the power of EVAsset:

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EV Strategic Multi-Asset Allocations

For risk-rated multi-asset portfolios, the level and variability of returns are critically important. Getting the asset allocation right is the key driver, so much so that 90% of investment returns depend on it. 

With a thoughtful selection of asset allocations, you can build or oversee multi-asset funds tailored to your client's unique objectives and investment timelines. Whether you choose to manage these allocations actively or passively, the ability to add your tactical overlay allows for a truly bespoke investment opportunity. 

Our strategic asset allocations, updated quarterly, are dynamic, giving you peace of mind that your portfolios can handle all market conditions and will move as markets do. 

EV Capital Market Assumptions

Look no further if you're looking for the latest forecasts for investment returns, volatilities, and correlations of different asset classes. We use our market-proven global stochastic asset model each quarter to generate a range of capital market assumptions based on the latest market data.

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Quarterly Insights

Unlock the full potential of your investment process with the invaluable insights provided by our independent asset allocation research.

EV Risk Ratings

We understand the importance of appropriately positioning your fund's risk so advisers can efficiently select their clients' most suitable funds. While the risk rating of funds used for accumulation is well established, no comparative approach applies to decumulation. Our brand new decumulation fund risk ratings offer a consistent approach to selecting suitable funds for decumulation while complementing your client's risk profiling and cashflow withdrawal planning service.

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