Don't Be a Pain in The Assets

Define Financial Goals:

Clearly outlining your client’s financial objectives, whether it is saving for retirement, a home purchase, or any other situation will aid understanding client goals provides a foundation for the balanced asset allocation strategy and provides a better outline for what types of investments suit a client’s needs. Staying informed enables you to make timely adjustments.

Zephyr’s Asset Allocation software allows for quick and easy construction of your managed portfolios and models. Optimize your clients' portfolios and put more focus on helping them meet their financial goals.

Clearly outlining a client’s financial objectives, whether it is saving for retirement, a home purchase, or any other situation will aid understanding client goals provides a foundation for the balanced asset allocation strategy and provides a better outline for what types of investments suit a client’s needs. Zephyr’s asset allocation module enables you to make timely adjustments and enhance client communication.

Coupled with Zephyr’s superior Presentation Center, create tailor-made customized asset allocation reports, allocation proposals and financial planning presentations.

• Drive client goal setting with Monte Carlo financial planning scenarios
• Provide your clients with a comprehensive, yet easy to interpret reports, to guide them through your portfolio asset class selection
• Combine the new Zephyr Portfolio DNA analysis with your asset allocation and portfolio construction

Assess Risk Tolerance:

This is a critical factor in shaping your tactical portfolio. For example, clients whose goals align with a more conservative asset allocation may lean towards fixed-income securities, while those with a higher risk tolerance like those more aligned with a growth portfolio allocation might find interest in equities. To find some middle ground, clients may also seek higher growth in a moderate asset allocation strategy, which can aid in increasing short-term growth, but in comparison, may be suited to those who can afford losses in some capacity over the short term.

Asset Allocation includes:

• Portfolio Construction
• Asset Allocation Modelling
• Mean-Variance Optimization model
• Black-Litterman Optimization model
• Monte Carlo Simulation
• ESG Ratings, Scores, Percentiles & Rankings powered by OWL Analytics

Leverage Technology:

Take advantage of Zephyr, a well-thought-out and efficient allocation strategy is key to helping your clients achieve their financial objectives and fostering better relationships with them. Through defining goals, embracing diversification and leveraging technology, the process is accelerated while staying stable in response to market changes.

Click here to learn all about asset allocation!