Updated Articles

  1. How can I tell when a client has completed an Attitude to Risk Questionnaire?

    You will receive an email notification confirming the client has completed the questionnaire. There will also be a completed flag against the Attitude to Risk Questionnaire on the contact record.     ...
  2. Can I send an Attitude to Risk Questionnaire to the client to complete?

    Yes - You can find the 'Send to Client to Complete' button  at  the top right of an Attitude to Risk Questionnaire  screen . This will send an email to the client, where they can complete the questionnaire in their own time and send it back int...
  3. How do the Asset Allocations align to the Attitude to Risk Questionnaire?

    Moody’s Asset Allocations are aligned with the responses and scoring on the Attitude to Risk Questionnaire.  
  4. What Attitude to Risk Questionnaires are available?

    The Attitude to Risk Questionnaire is provided by market leaders A2Risk and was developed in conjunction with Moody’s Analytics.  
  5. Can I view the scoring method for the Attitude to Risk Questionnaire?

    Yes - the scoring method can be found within Configuration> Central Investment Strategy> Client Risk Questions & Answers .   ...
  6. Do I have to follow a specific workflow?

    The system provides flexibility to follow workflows  such as  an Illustration, but also allows you to  switch  between tasks/area s .  Multiple tasks will appear as  separate  tabs on the navigation bar. This allows you to park one task, w...
  7. How reliable is the data collected for the Risk Ratings?

    Product Providers supply  their  data and the Risk Ratings are approved before publication. No qualitative overlay is applied to change the risk profile which is calculated solely  based on  projections of the underlying asset allocations.   ...
  8. How are the Risk Ratings calculated?

    The Synaptic Risk Ratings are derived directly from the output from the Moody’s Analytics stochastic engine, the Economic Scenario Generator.    The metrics published are based on a quarterly updated mathematical simulation where thousands of s...
  9. What does Risk Explorer do?

    Risk Explorer is a risk profiling and asset allocation tool for use in the financial services sector, designed to assist advisers determine their client’s risk attitude with automatic risk profiling of investments, clearly demonstrating the suitabi...
  10. What fund sectors do you have on Synaptic Research?

    Synaptic Research uses two different types of fund classification in different contexts: Relative past performance figures such as quartile rankings and alpha are calculated in relation to the fund’s ABI or IA sector average. On the Sectors tab ...