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All > Managing Your Clients > Evaluating your client’s Portfolio Risk

Evaluating your client’s Portfolio Risk

  • From the advisors’ page select the specific client that you want to evaluate the risk for
  • From the client’s page select the portfolio risk, this will take you to the client portfolio risk page
Aaron Baker
  • Portfolio Prism rating gives you the overall aggregated risk of the client’s portfolio
Evaluating your client’s Portfolio Risk
  • Benchmark compares the current portfolio’s risk with the risk level of other known assets in the market
Evaluating your client’s Portfolio Risk
Benchmark
  • Risk Factor Analysis gives the complete breakdown of the portfolio risk metrics
Evaluating your client’s Portfolio Risk Factor Analysis
  • PRISM Analysis of Market Crisis Scenarios gives an in-depth analysis of how the portfolio would perform in different extreme market crisis conditions
Prism Analysis of Market Crisis Scenarios
  • Top Risk Attributions From Each Account gives the risk attribution of each asset held in the client count
Top Risk Attributions From Each Account
  • Accounts, show the individual accounts that are under a specific client, one can access the individual risk report of these individual accounts under the Risk report.
PDF Report
  • The PDF report of the portfolio risk can be downloaded from the Prism PDF Report
PDF Report