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Building your investment portfolio using Riskalyze 

 

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.

Together we can take the guesswork out of your financial future.

With Riskalyze we can:

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The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.

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After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
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We will also review your progress toward your financial goals by building a Retirement Map.

When we are finished, you’ll fully understand what we can do to increase the probability of success.

Which investment flavour is for you?

Capital Preservation

A risk score in this range represents investors that are comfortable suffering a loss of up to -4% in pursuit of positive returns of up to +2% over a six-month period.

Preservation investment strategies primarily seek to preserve capital by investing in lower risk assets. Investment strategies that satisfy this group are heavily focused on investment in assets that have a higher degree of certainty of return, over the uncertainty of return sacrificing higher return investment opportunities.

This is achieved through asset allocation and then by identifying the best performing qualifying assets capable of delivering the return objectives of the investor with a 95% probability of staying within the investors comfort zone. E.g. the average investor for this group is represented by a risk score of 33 and the attributes, asset allocation and portfolio are illustrated below.

Emperor Asset Management products that apply to this risk score range:

Conservative

A risk score in this range represents investors that are comfortable suffering a loss of up to -6% in pursuit of positive returns of up to +10% over a six-month period.

Conservative investment strategies primarily seek to preserve capital by investing in lower risk assets. Investment strategies that satisfy this group are heavily focused on investment in assets that have a higher degree of certainty of return, over the uncertainty of return sacrificing higher return investment opportunities.

This is achieved through asset allocation and then by identifying the best performing qualifying assets capable of delivering the return objectives of the investor with a 95% probability of staying within the investors comfort zone. E.g. the average investor for this group is represented by a risk score of 35 and the attributes, asset allocation and portfolio are illustrated below.

Emperor Asset Management products that apply to this risk score range:

Growth & Income

A risk score in this range represents investors that are comfortable suffering a loss of up to -10% in pursuit of positive returns of up to +15% over a six-month period.

This group want to achieve both capital growth and investment income. Investment strategies that qualify favour assets that offer certainty of return over the uncertainty of return. However, they do strive to strike a good balance of growth and income and in order to achieve this must be comfortable with enduring reasonable short-term losses of their capital in exchange for longer term gains.

This is achieved through asset allocation and then by identifying the best performing qualifying assets capable of delivering the return objectives of the investor with a 95% probability of staying within the investors comfort zone. E.g. The average investor for this group is represented by a risk score of 50 and the attributes, asset allocation and portfolio are illustrated below. 

Emperor Asset Management products that apply to this risk score range:

Growth

A risk score in this range represents investors that are comfortable suffering a loss of up to -14% in pursuit of positive returns of up to +21% over a six-month period.

Investment strategies that satisfy this group are primarily focused on “balancing” investment in assets that take a higher degree of uncertainty of returns in the pursuit of higher returns against making investments in assets that provide a higher degree of certainty of return. As such an investor in this group is comfortable enduring significant short-term losses of their capital in exchange for long-term gains and have a long-term time horizon.

This is achieved through asset allocation and then by identifying the best performing qualifying assets capable of delivering the return objectives of the investor with a 95% probability of staying within the investors comfort zone. E.g. The average investor for this group is represented by a risk score of 65 and the attributes, asset allocation and portfolio are illustrated below.

Emperor Asset Management products that apply to this risk score range:

Aggressive

A risk score in this range represents investors that are comfortable suffering a loss of up to -18% in pursuit of positive returns of up to +27% over a six-month period.

Investment strategies that satisfy this group are primarily focused on “balancing” investment in assets that take a higher degree of uncertainty of returns in the pursuit of higher returns against making investments in assets that provide a higher degree of certainty of return. As such an investor in this group is comfortable enduring significant short-term losses of their capital in exchange for long-term gains and have a long-term time horizon.

This is achieved through asset allocation and then by identifying the best performing qualifying assets capable of delivering the return objectives of the investor with a 95% probability of staying within the investors comfort zone. E.g. The average investor for this group is represented by a risk score of 80 and the attributes, asset allocation and portfolio are illustrated below.

Emperor Asset Management products that apply to this risk score range:

Curious if your portfolio fits your risk appetite? We’ll help you find out.

Remember
Treat Dollars as Rands