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The service analyses how people navigate portfolio options to build different levels of risk, and shows the value for money offered by multi-asset funds in comparison. The service also indexes real portfolios to benchmark risk and return, providing fact-based ratings for multi-asset funds. Users compare funds like-for-like within five risk levels or search for specific funds to see how they perform against objective benchmarks. InvestorBee’s benchmarks also take into account the impact of fees.
The service analyses how people navigate portfolio options to build different levels of risk, and shows the value for money offered by multi-asset funds in comparison.
The service also indexes real portfolios to benchmark risk and return, providing fact-based ratings for multi-asset funds. Users compare funds like-for-like within five risk levels or search for specific funds to see how they perform against objective benchmarks.
InvestorBee’s benchmarks also take into account the impact of fees.
PLANSPONSOREurope Staff editors@plansponsoreurope.com