BIOmetrics go beyond traditional product ratings to enable advisers to assess and target their exposure to specific investment objectives. Integrating with iRate’s portfolio construction tool, this feature represents the next step in financial product research, allowing you to provide targeted and personalized investment solutions for your clients.
Click here for more information on the BIOmetrics methodology.
The BIOmetrics ratings can be located in the Managed Funds research library. Search for financial products based on their rating outcomes across the range of BIOmetrics:
- Standard Risk Measure
- ESG Awareness
- Fees versus the Lonsec Universe
- Fees versus Asset Class
- Fees versus Sub Sector
After you select some products from the results, click on the BIOmetrics tab to discover the exact measurement & suitability of your product