When you go for a medical health check-up, the doctor does some routine checks and asks about your diet and lifestyle. Based on those observations and their experience, the doctor gives you an overview of the state of your current health and highlight factors that will affect your health going forward.
Similarly, if you have an investment portfolio that you would like to take more time to understand, or is taking too much time to monitor then you can also use Portfolio Analysis to understand three things:
1. Past: How your portfolio has evolved and analyse your historic performance
2. Present: What your current portfolio looks like and where the risks may lay
3. Future: Given certain assumptions about the future, what will that mean for your portfolio
How tools present this information is important. A good tool will also tell you why the information is important and what the information is telling you about your portfolio. A great tool will then use market intelligence to try to contextualise the impact on your portfolio.
You can either use a tool yourself or have your wealth manager produce a report for you. However, by doing the above you get to ask questions such as:
With illio, you get all the benefits of a sophisticated Portfolio Analytics tool and through our Insights, you get the answers to questions you didn't know to ask.
As markets and personal goals change over time, illio helps you stay on top of those moving parts to better understand the risks you are taking so that you can make better investment decisions.
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