Laser App Conference 2017 - Matt Morris, Riskalyze
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Let's empower the world to invest fearlessly
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Laser App Conference 2017 - Matt Morris, Riskalyze
- 1. Let’s empower the world to invest fearlessly.
- 2. Why is Investing Broken? The Short Term Gets Ignored Investors are Overwhelmed Bad Expectations Sabotage Us Stereotypes Don’t Work
- 3. Why is Investing Broken? The Short Term Gets Ignored Investors are Overwhelmed Bad Expectations Sabotage Us Stereotypes Don’t Work
- 4. Why is Investing Broken? The Short Term Gets Ignored Investors are Overwhelmed Bad Expectations Sabotage Us Stereotypes Don’t Work “We’re targeting an 8% return with this portfolio.”
- 5. Why is Investing Broken? The Short Term Gets Ignored Investors are Overwhelmed Bad Expectations Sabotage Us Stereotypes Don’t Work The one thing the market almost never hits is its own average. -40% -30% -20% -10% 0% 10% 20% 30% 40% 1990 1993 1996 1999 2002 2005 2008 2011 2014
- 6. Why is Investing Broken? The Short Term Gets Ignored Investors are Overwhelmed Bad Expectations Sabotage Us Stereotypes Don’t Work “Aggressive” “Moderate” “Conservative”
- 7. Why is Investing Broken? The Short Term Gets Ignored Investors are Overwhelmed Bad Expectations Sabotage Us Stereotypes Don’t Work “Aggressive” “Moderate” “Conservative”
- 8. Why is Investing Broken? The Short Term Gets Ignored Investors are Overwhelmed Bad Expectations Sabotage Us Stereotypes Don’t Work “Aggressive” “Moderate” “Conservative”
- 9. “Aggressive” “Moderate” “Conservative” It turns out, people are individuals.
- 10. That’s why we invented a risk first approach that drives Fearless Investing.
- 11. Meet the Risk Number® It’s the foundation of the world’s first Risk Alignment Platform.
- 12. It’s built on a Nobel Prize-winning framework.
- 13. Risk Assessments
- 15. Retirement Maps
- 19. 11,045 Portfolios Have Been Analyzed 19X $33 Annu Incre Active Average ROI forActive Riskalyze Users 26B eled he orm 32% ofAdvisors Purchased Riskalyze
- 20. 1 Avera forA Riskaly 792 GDC se for Users $4.26B Modeled on the Platform 32% ofAdvisors Have Purchased Riskalyze 11,045 Portfolios Have Been Analyzed
- 21. 11,045 Portfolios Have Been Analyzed $33,792 Annual GDC Increase for Active Users 9X e ROI ctive e Users 32 ofAdvis Purc Risk $4.26B Modeled on the Platform
- 22. 19X 11, Por Have Ana Average ROI forActive Riskalyze Users $4.26B Modeled on the Platform % rs Have ased alyze $33,792 Annual GDC Increase for Active Users
- 24. $33,792 Annual GDC Increase for Active Users $4.045 olios Been yzed Mo on Pla 32% ofAdvisors Have Purchased Riskalyze 19X Average ROI forActive Riskalyze Users
- 25. “…Riskalyze doesn’t just help advisors educate their clients about risk, it pays for itself, and then some!” Billy Oliverio, VP of InvestmentAdvisory Services
- 26. Pilot Project with a Prominent, Diversified Financial Services Company…
- 27. Held More Appointments 62% Increase in CTR More Outside Assets ID’d 4.5x Identification More Assets Converted 17.6x Increase Higher GDC Per Appointment From $x to $5.6x Pilot Results
- 28. riskalyze.com Questions? sales@riskalyze.com1-855-RISKALYZE We're with you every step of the way.