Hedgeness
  • FINANCIAL ADVISORS
  • INSURANCE CARRIERS
  • ASSET MANAGERS
  • NEWS
  • CONTACT
  • API

EQUITY PORTFOLIO I.Q.


It’s difficult to select the proper equity portfolio for retiree and pre-retiree clients as they get ready, or start, to withdraw income.

Different income needs of clients and sequence of returns risk they face is complex and often not taken into account.

The investment needs of these clients are very different from those that are accumulating funds for retirement.
​
Traditional risk measures, such as Beta or Sharpe Ratio, do not account for income withdrawals, instead assume staying invested for perpetuity.

Our Equity Portfolio I.Q. product analyzes two, or more, equity portfolios that a finance professional is deciding between for retirement income focused funds and assists in identifying which equity portfolio is better suited for income withdrawals based on income requirements.
DEMO AND PRICING
Please contact us ​
Solutions
Financial Advisors
Insurance Carriers​

Asset Managers
Company
Home
News

Team
About
​Privacy Policy
​
Contact Us
523 W Old Northwest Hwy
Suite 201
​Barrington, IL 60010
Terms of Use: Hedgeness Inc. is a software company and not authorized to sell any investment advice. The information contained herein may not be copied or redistributed; does not constitute investment advice offered by Hedgeness; is provided solely for informational purposes; does not constitute an offer to buy or sell a security; and is not warranted to be correct, complete or accurate. 

© 2022 HEDGENESS, INC. ALL RIGHTS RESERVED.
  • FINANCIAL ADVISORS
  • INSURANCE CARRIERS
  • ASSET MANAGERS
  • NEWS
  • CONTACT
  • API