How ERO Works
intelligent ANALYTICS & BOTTOM-LINE RESULTS
(Because poor performance is unacceptable)
Discover ERO -
Essential returns objective
Provide a better client-centric financial strategy based on
your prospects and clients financial objectives.
ERO transforms your financial services to offer
more value and better results.
Click the video to see the details behind ERO.
Transforming financial advising
ERO is a powerful platform which models portfolios using
Nobel Prize winning concepts and robust analytics to -
#1 Provide a client-centric financial strategy
#2 Improve performance and accelerate asset accumulation
#3 Eliminate poor performing investments
#4 Offer more accurate investment strategies
A Better Way From the Start
By beginning with your client's goals, your financial services provide more value, better returns and reduced costs.
ERO provides you with an objective financial plan that will enable clients to buy low and sell high.
The ERO tools
ERO provides Financial Advisors with two powerful tools which can integrate seamlessly with your firm.
THE ERO OPTIMIZER
The Optimizer is unrivalled in power, accuracy,
flexibility, international capabilities and ease of use.
It eliminates manager selection guesswork, works with any family of funds or manager platform and increases the probability of success by tailoring each portfolio to the investor’s specific goals.
The ERO Optimizer incorporates academic breakthroughs by top financial experts—including Nobel Prize winners William F. Sharpe and Daniel Kahneman— with today’s most advanced statistical models to identify individual mutual funds and investment managers to structure optimal portfolios.
Construct multi-asset portfolios designed to
achieve specific rates of return
Eliminate asset allocation corruption by minimizing
active manager style drift
Determine the optimal mix of active and passive investments
to provide the highest risk-adjusted returns
Actively monitor portfolios and
provide goal-driven reviews
A Next-Level Advancement
The powerful Optimization engine evolves asset allocation and portfolio construction beyond Modern Portfolio Theory to a new level of success probability using the most stringent statistical analysis tested over 25 years.
By avoiding underperformance, the ERO Optimizer is significantly more robust and accurate at managing downside risk than current industry standards relying on Modern Portfolio Theory (MPT) and the Mean-Variance (MV) framework.
The Optimizer is an important advancement that delivers
better analytics, better-built portfolios and better financial performance.
Scientifically advanced investment analytics
Constructs customized benchmarks for each fund
Unbiased active manager performance evaluation
Verify when active managers add value to a portfolio
The ERO Calculator
The Calculator matches the financial strategy to a client’s goals
The innovative ERO Calculator helps Financial Advisors decide on the optimal investment strategy for their clients in minutes.
It does this by collecting a few data points including a client’s age, salary, asset value, contribution and goals, and determines which portfolio – from conservative to aggressive – is needed to achieve an investor’s financial goals.
Mutually profitable relationships
The calculator’s flexibility makes it an ideal tool for navigating regular, periodic investment adjustments
with clients to keep their financial progress on-target. This builds confidence and trust with your clients.
How important is positive referrals to your firm?
Instead of inflexible and subjective “Risk Tolerance” questionnaires, The ERO Calculator generates a variety of optimal investment scenarios and allows a Financial Advisor to provide more scope into a client’s options for the best results.
working with you
How to Integrate ERO in 6 Easy Steps
The ERO Optimizer
Use the Optimizer to analyze thousands of mutual funds and investment products.
This will provide you with 5 Investment Portfolio Models.
Identify your client's goals
Have a conversation with your client about their personal goals and lifestyle objectives.
The ERO Calculator
Collect the following information from your client and enter these into the ERO Calculator.
- Asset Value
- Time Horizon
Match the Optimal Strategy
The Calculator will determine the:
- Required rate of return to achieve their goal.
- Required ERO Investment Portfolio Model to achieve their goal.
This will allow you to provide the right financial advice in a few minutes.
Take action to build the agreed portfolio on behalf of the client.
Review Progress & Adapt
ERO can be updated every time you see a client.
This allows you to meet regularly to track their progress using the ERO Calculator and adjust their strategy accordingly to what meets their goals best.
Reassessment prevents clients from taking undue risk to achieve their goals.
SCHEDULE A CONVERSATION
How important is it for you to confidently recommend
an investment strategy that will meet or exceed your clients' goals?
Discover how ERO can help you unlock a better way to
access more clients and more revenue.