Are holdings in your portfolios high medium or low risk? What about the ETFs in the portfolio? What about the overall asset allocation?
The suitability report creates aggregate profiles and shows the risk levels of the various asset classes and it also lists each holding with its specific risk profile. Colour coding helps to identify each company’s individually forecasted risk.
Client suitability is among the most important attributes of an investment portfolio. PIQ provides a simple and succinct description of the portfolio’s risk profile and how this relates to client suitability. The tools in the stock selection modules allow users to select investments to target and improve the portfolio profile when suitability adjustments are the objectives.
The PIQ ETF tools provide suitability questionnaires that are integral to the PIQ asset allocation models. The questionnaire results in a simple risk tolerance code with a range between 1 and 100 where higher numbers indicate a higher tolerance for risk