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The chart above is standard in our quarterly reporting analysis. It identifies a market benchmark and plots your portfolio's volatility (in $
terms) versus the benchmark's volatility. Trigger limits are predetermined limits set by the Client and EFA and are often
used as a tool to control overall portfolio risk. |
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(Note: This chart, its presentation and underlying mechanisms are proprietary,
copyrighted assets of EFA.)
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| A clear understanding of how much risk it will take to acheive one's goal is fundamental
to acheiving the goal. |
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| Whether we advise or manage your account, Clients benefit from institutional
quality risk management technology that dramatically
increases the understanding and measurement of portfolio
risk. |
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| Some of the features we offer are: |
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Continuous surveillance and benchmarking or portfolio risks |
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Client risk communication and reporting |
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Automated Risk-Based asset allocation and Triggers |
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Automated notification of Trigger Limit Breaches |
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| Click on the links below to find out more about our product and service advantages: |
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