Why optimal risk sizing?
Sherpa Funds Technology (SFT) is a Singapore based Company that provides game-changing
technology to Investors, Fund Managers and Traders
SFT’s Optimal Risk Sizing (ORS) technology improves the relationship between Investors and their Brokers.
ORS combines an Investor’s risk preferences and Asset Choices with a Broker’s product offerings to create
return streams that match the Investor’s long term goals.
This technology addresses the ‘Sustainability’ problem in having Client Accounts: it calculates the amount of
risk that can be taken by ANY INVESTOR to give the best chance of that Investor remaining active and have
return streams that match the Investor’s risk profile.
SFT’s interactive system allows Investors to express their long-term goals and then to act on product
recommendations whilst staying within suitability criteria.
ORS increases AUM by improving communications with the Investor, and reduces reputational risk by sizing
product recommendations correctly. ORS creates a Framework for better understanding the Investors whole
portfolio, and a route the Broker can take to gather this information
ORS Technology has been used by discretionary Asset Managers to raise incremental AUM and to convert
Portfolio Managers’ risk-asset decisions into return streams that match Investors’ goals.