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Auour Investments’ ETF-based downside protection strategies available on Riskalyze platform


Riskalyze, a platform that enables advisers to capture a quantitative measurement of client risk tolerance, is to offer Auour Investment’s Instinct family of ETF-based downside protection strategies on its platform.

Through this combined effort, both firms aim to broaden the reach of core portfolio protection strategies that reduce the overall drag to portfolio performance. The five core portfolios that compose the Auour Instinct family are now available through the Riskalyze platform.
Auour Investments aims to curtail the losses experienced by market participants without the loss of upside potential. Using Riskalyze’s Risk Number process, advisers using the Auour models are now able to lower a client’s risk level without sacrificing upside potential, increasing the chances of reaching a client’s goals with a lower level of risk.
“We are very pleased that Riskalyze’s Risk Number and characterisation process confirms our belief in the ability to lower volatility and drawdowns in times of market duress while still participating in rising market environments,” says Joe Hosler, managing principal of Auour Investments.
Riskalyze’s patented approach to risk determination utilises leading scientific research to obtain an investor’s risk tolerance. The platform enables the adviser to engineer the risk in a portfolio to fit a client’s unique and individual risk preference. Through a better understanding of the client’s risk preference and the knowledge of the composition of a portfolio, the adviser can better construct a solution that fits within the client’s risk appetite.
“We are excited to bring Auour’s downside protection strategies to our adviser base so that they can take advantage of the innovative techniques used within the Instinct family to lessen the impact of market turmoil and yet offer the potential to fully participate in normal environments,” adds Mike Sefscik, director of Channel Alliances.
“I think our partnership with Riskalyze will better assist advisers in building responsive portfolios more capable of meeting the needs of end clients without taking on more risk than necessary,” adds Hosler. “We share a common belief that risk is the most important factor for advisers to understand. Combining Riskalyze’s focus on the client’s risk preference with Auour’s algorithmic approach to comprehending the market’s risk regime will increase the client’s chances of success.”

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