What is a “Risk Utility℠” Anyway?

A utility is always ready when the user needs it.  You expect a wall outlet to always deliver electric current and a land line to always have dial tone. The concept behind ATA RiskStation™ is that questions about portfolio risk can arise at any time so timely and current answers need to always be available on demand.

FIND OUT MORE ABOUT OUR RISK UTILITY℠ MODEL >

Why Do We Process Daily?

  • Markets and market relationships change over time
  • Portfolio asset mix evolves over time
  • Relationships between portfolio components change over time
  • Volatility is a constantly moving target
  • Firmly held assumptions can prove untrue at the worst possible time
  • The risk profile for a client or portfolio allocation is not static – periodic meetings are only snapshots
  • No advisor or portfolio manager has time to monitor risk for every client or portfolio allocation every day
  • ATA RiskStation™ runs daily and can send out risk alerts as needed to trigger timely advisor/client conversations
  • Daily processing allows confirmation of alignment between current client portfolio risks and recently expressed client risk tolerances
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