OnPointe Risk Analyzer’s Proxy Creator

We are very excited to introduce the industry’s first Proxy Creator. Finding a perfect proxy is nearly impossible when trying to use a risk program to score and compare portfolios with short duration assets (like a new mutual fund or ETF that has only been around for a few months or even a few years). Our Proxy Creator uses our proprietary formula to literally create a new asset with a custom string of monthly returns (used to fill in after the actual data of an asset runs out).

If you haven’t signed up for a FREE trial of our Proxy Creator, click here to do so. Below is an overview video of how the Proxy Creator works.