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Morningstar® Principia®
Flexible investment research and portfolio management software.
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Hypotheticals
Risk Assessment tool quickly assesses a client’s true tolerance for risk and illustrates the risks associated with a recommended asset mix
Intuitive task wizard guides advisors through the process of creating a customized hypothetical illustration
Multi-dimensional FINRA-reviewed presentations include performance projections, portfolio diagnostics, and product details
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The Hypotheticals module allows you to illustrate how recommended portfolios would have performed historically while customizing taxes, fees, investment amounts, and schedules. Support your recommendations further by presenting important details about asset class composition, sector weightings, and style diversification. Use the new Risk Assessment tool to determine and recommend personalized, risk-appropriate portfolios and present portfolio and market risks, giving your clients the confidence to ride out short-term performance fluctuations.
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