EVALUE LAUNCHES INSIGHT GLOBAL ASSET MODELLING TO SUPPORT INVESTMENT DECISIONS

EValue has a long heritage in modelling global markets for institutional clients and sees significant opportunities to extend these capabilities for wealth mangers, fintech propositions and investment managers seeking to drive better propositions for consumers.

The full power of Insight and the benefits for the clients of financial service providers is explained on a new website launched today: insight.ev.uk

The first to introduce stochastic modelling to the UK’s personal finance sector in 1993, EValue has, in the past 25 years, been crafting and developing Insight to help investors better understand their investment opportunities and to make better choices in their own circumstances. Following the global financial crisis in 2008, the team behind Insight pursued and completed the unfinished work of the late economist Fischer Black to ensure the model appropriately allows for the low interest rate environment that remains prevalent to this day.

Updated regularly to reflect the current economic situation, Insight is capable of projecting realistic investment forecasts, giving investors the full picture of the risks and returns of key asset categories across the global capital markets, including expected returns over different durations and the diversification benefits for any asset mix in a portfolio of assets. Robust investment forecasts form the basis for EValue’s risk rating services, helping investors understand and manage risk. For given investment horizons and risk targets, Insight asset allocations have delivered strong performance for investors.

Today, Insight’s capabilities are accessed by large financial services institutions, financial advisers and consumers, enabling better fund and product propositions, recommendations and investment decisions. Discretionary Fund Managers and Fintech propositions are increasingly looking for these capabilities to enhance their customer propositions.

Paul McNamara, CEO of EValue, said: “We are excited to work with an increasing range of partners to deliver better outcomes for consumers through our Insight capabilities. It has never been more important to project realistic outcomes for assets, tailoring investment choices and decisions for individual consumers 2 against the risks they are happy to take and the goals they are seeking to achieve. Insight offers a proven, flexible and transparent capability to our partners to meet this opportunity.”

Jack Evans, Asset Consulting Director at EValue, added: “ A broader range of clients can now use our model to help individual investors look at the future with much more informed views when making decisions about their life savings. We have invested heavily in our Insight capabilities including forecasts, asset allocation and risk optimisation to provide a really solid foundation for financial decisions, easily applied to a huge range of situations. We look forward to showing how it works through insight.ev.uk and in discussion with current and future partners.”