Now financial advisers can leverage Auour’s unique regime-based investment techniques with Riskalyze to create responsive core portfolios that strive to reduce portfolio risk without giving up market participation.
July 07, 2016: Auour Investments, an investment firm focused on downside protection through risk regime detection, and Riskalyze, a platform that enables advisers to capture a quantitative measurement of client risk tolerance, have formalized a partnership to bring Auour Investment’s Instinct family of ETF-based downside protection strategies to the Riskalyze community. Through this combined effort, both firms aim to broaden the reach of core portfolio protection strategies that reduce the overall drag to portfolio performance. The five core portfolios that compose the Auour Instinct family are now available through the Riskalyze platform.
Auour Investments is a pioneer in the regime-based investing space, leveraging 60 years of institutional investment experience and innovative thought in the firm’s aim to curtail the losses experienced by market participants without the loss of upside potential. Utilizing Riskalyze’s Risk Number® process, advisers utilizing the Auour models are now able to lower a client’s risk level without sacrificing upside potential, increasing the chances of reaching a client’s goals with a lower level of risk.
“We are very pleased that Riskalyze’s Risk Number® and characterization process confirms our belief in the ability to lower volatility and drawdowns in times of market duress while still participating in rising market environments,” Joe Hosler, managing principal of Auour Investments, said.
Riskalyze’s patented approach to risk determination utilizes leading scientific research to obtain an investor’s risk tolerance. The platform enables the adviser to engineer the risk in a portfolio to fit a client’s unique and individual risk preference. Through a better understanding of the client’s risk preference and the knowledge of the composition of a portfolio, the adviser can better construct a solution that fits within the client’s risk appetite.
“We are excited to bring Auour’s downside protection strategies to our adviser base so that they can take advantage of the innovative techniques used within the Instinct family to lessen the impact of market turmoil and yet offer the potential to fully participate in normal environments,” added Mike Sefscik, Director of Channel Alliances.
Auour and Riskalyze are united by a joint belief in the importance of providing risk-intelligent investment solutions to advisers. Both firms strive to better the adviser’s experience and ensure that their clients have the best chance at a secure and successful retirement. Their partnership allows advisers to utilize a more holistic solution: blending the client’s risk preference with the market’s risk regime.
“I think our partnership with Riskalyze will better assist advisers in building responsive portfolios more capable of meeting the needs of end clients without taking on more risk than necessary,” Joe Hosler said. “We share a common belief that risk is the most important factor for advisers to understand. Combining Riskalyze’s focus on the client’s risk preference with Auour’s algorithmic approach to comprehending the market’s risk regime will increase the client’s chances of success.”
About Auour Investments LLC
Auour Investments (pronounced ‘our’), an SEC-registered investment advisor, offers individuals, institutions, and financial advisors a range of investment strategies delivered through ETF-based portfolio construction techniques. Auour’s mission is to maximize Transparency, Trust, and Total Return by applying over six decades of collective experience within leading financial institutions. To learn more about Auour’s innovative approach to market risk detection, please go to http://www.auour.com.
Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIA’s, asset managers, custodians and clearing firms today use Riskalyze’s platform in pursuit of its mission to align the world’s investments with each investor’s Risk Number. To learn more, visit http://www.riskalyze.com.