A European discretionary wealth manager was interested in expanding their investment offering by adding 3 risk graded multi-asset funds covering safety, moderate and growth risk profiles.

Parala worked with the client to identify the investable universe for their UCITS funds comprised mainly of ETFs along with the asset class risk limits and level of risk aversion consistent with each of the 3 risk profiles.

Parala used AlphaPredictor® to deliver the following:

• Created 3 risk graded model portfolios based on the client’s requirements
• Generated a 20-year backtest for each of the model portfolios so that the client could evaluate how the model portfolios performed over different investment cycles
• Delivered monthly updates for each of the model portfolios which the client then used to update the asset allocation for their 3 multi-asset funds