Investment Management

INNOVATIVE MODEL PORTFOLIOS WITH RISK CONTROLS

Unlock Optimal Wealth Growth and Preservation

Discover the Power of Our Superior Risk-Adjusted Model Investment Portfolios

Unique 'investing for risk' approach

Our proven method minimizes drawdowns and maximizes returns, ensuring your clients' portfolios are on the right track to grow over the long term.

tailored for the adviser market

Our range of multi-asset reference model portfolios is designed specifically for the Irish financial services market, catering to both retail and corporate end investors.

Simplified administration & reduced trading costs

Our strategic core (70%) and tactical overlay (30%) structure keeps trading costs low while ensuring efficient execution and administration

Expert support & Monthly Teleconferences

Benefit from CheckRisk's experienced investment managers, and stay informed with our monthly teleconferences discussing performance, outlook, and answering your questions.

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Differentiated Portfolios You Can Trust

At CheckRisk, we believe in building portfolios around risk needs, not returns. We have listened closely to the financial services industry and have created a differentiated, low-cost proposition that is easily integrated into your advice process. We provide an excellent suite of tools that support you on your client journey from establishing risk profiles, to understanding our market perspectives. CheckRisk portfolios are accessible via reference model portfolios on platforms and custom mandates.

Our Goals

Superior risk-adjusted returns

Consistency across portfolios

Suitable outcomes for investors

Excellent adviser tools

How we do it

CheckRisk focuses on creating consistent all-weather portfolios as a backbone to invest in. Our tactical overlay is the way we actively manage passive low-cost reference portfolios every quarter. We map the tactical portfolio to our forecasts of the market and economic conditions ahead. Our process is designed to maximise risk-adjusted returns over the medium-term helping you to build a sustainable and successful client base.

1

Asset Allocation

We start with a portfolio that seeks maximum diversification and stability across multiple asset classes. We select from a global universe that includes countries, sectors, styles, factors, and currencies. We also screen for low charges and high liquidity.

2

Quantitative Modelling

Through rigorous research, we have built numerous quantitative models to forecast the oncoming market and economic environment that are robust to forecasting risk and return. Our practitioners sense-check the results.

3

Portfolio Construction

We take the forecasts from the models and practitioners and run thousands of simulations and then optimise for risk and return for the period ahead. Each portfolio is volatility adjusted for its risk profile and is comprised of low-cost building blocks, such as ETFs.

4

Monitoring

We regularly monitor portfolios against their risk objectives and ensure consistency with their mandates over time.

What do people say about us?

We've put a lot of work in since 2011. Here is what some of our clients have to say about us.

"Our experience with CheckRisk has been extremely positive and their research has been and continues to be insightful, detailed and accurate in these strange times we are facing. The team are engaging, approachable, knowledgeable and a joy to deal with. I would have no hesitation in recommending Checkrisk."

Joe Moran, Lifesteps Financial

"Having worked with CheckRisk on a number of internal and external projects, I have always been impressed by the disciplined and professional approach that they take to deliver on or ahead of expectations. Their proprietary quantitative analysis and scenario-based modelling techniques, allied with their financial and business knowledge, helps them deliver useful ranges of expected & probable outcomes, for complex portfolios, presented in a manner that is digestible for users."

Damian Cooper, Acuvest

“Having oversight of an asset portfolio in excess of €1bn managed by a number of different investment managers, CheckRisk provides an independent sounding board for any of the asset allocation decisions and investment strategies that we consider. They provide us with an invaluable insight into market dynamics and a unique view on market risk and its interdependencies. The investment professionals at CheckRisk are always on hand to share their expertise especially in times of market turbulence! ”

Michael Sharpe, FBD Insurance

Learn more about our asset advisory services