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
Portfolio Prism rating gives you the overall aggregated risk of the client’s portfolio
Benchmark compares the current portfolio’s risk with the risk level of other known assets in the market
Risk Factor Analysis gives the complete breakdown of the portfolio risk metrics
PRISM Analysis of Market Crisis Scenarios gives an in-depth analysis of how the portfolio would perform in different extreme market crisis conditions
Top Risk Attributions From Each Account gives the risk attribution of each asset held in the client count
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.
The PDF report of the portfolio risk can be downloaded from the Prism PDF Report
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