The power of Insight can be used in three distinct and complementary ways:
See what plausible outcomes might be for each key asset category
We communicate investment forecasts using numbers and diagrams to show the range of outcomes in any investment plan. Our Insight model provides forecasts for all asset categories within the wide range of investment products used to meet the objectives private investors face.
Our projections help advisers illustrate likely outcomes for their clients and help match investments to their specific needs. Clear and well grounded projections of possible returns build investor engagement with the likely implications for their investments. Effective illustrations at the outset and throughout the life of an investment plan make for easier and better investment decisions. The illustrations can also be a powerful aid to advisers communicating their advice and to product providers explaining their proposition.
'We can highlight the probability of achieving desired outcomes and related risks for a fund or a personal portfolio.
Our fund database covers over 180,000 funds, which are far too many for a human to track. We can also use Insight to project individual funds and portfolios of funds, including discretionary assets and personal investments.
We provide an optimum asset allocation for specific investment goals over specific durations, updated quarterly against the latest market conditions.
Whilst Insight forecasts help people see the likely outcomes for current investments, our asset allocations help them find the best fit for their specific goals, their attitude to risk and their particular concerns.
The flexibility and scope of Insight extends to our asset allocations and means we can help advisers and product providers tailor asset allocations to individual needs transparently and systematically.
Wherever projections are needed, we can supply them.