• Use Risk Lens to know your stock portfolio and diversify

  • Align stock risk with your client’s risk level

  • Risk Lens looks forward – many other tools don’t

And It's Free

“Love the comparative nature of it. It is nice and easy to use.”
Head of Manager Selection and Due Diligence, Large Trust Company, Boston

Risk Matters

Advisers need to know their portfolio and diversify. The goal is to match portfolio risk with your client’s risk level. Knowing your stock risk is key to the equation.

Do You Really Know
Your Portfolio?

For stock portfolios, you need style, sector and geographic exposures. Top risk exposures and stock weights are critical. You need forecast risk measures – like predicted tracking error, volatility and beta. And you need to know if future returns of your stock funds will be correlated or not. That’s why you need Risk Lens.

Know Your Portfolio – Use Risk Lens

Risk Lens is an analytics tool that shows active style, sector and geographic exposures for stock funds. It shows top risk exposures and stock weights. It shows forecast risk measures and predicts fund return correlations.

Expose risk positioning For illustrative purposes only.

Use Risk Lens to know your stock portfolio and diversify. Align stock risk with your client’s risk level. It’s web-based, easy to use and continuously enhanced with popular new features. And it’s free.

“Risk Lens is a useful tool for quickly evaluating a fund’s historical exposures and management style. The style factor exposures are very helpful, as are the active correlation statistics, as a starting point in determining complementary funds.”
Partner-Investment Management, Investment Management Firm, Seattle

Assess portfolio tilts For illustrative purposes only.

Find Complements and Substitutes

Our risk model forecasts critical stock portfolio risk measures. Risk Lens is an extension of our model. In 2013, we developed the calculation of predicted active return correlation, which shows complementary and substitute funds. This forecasts correlation between two funds to avoid overlap and help ensure diversification. It also shows if substitute funds – used to replace funds for tax loss harvesting, high fees, etc. – are predicted to be highly correlated.

We crunch funds’ historical returns to their style, country, sector and currency exposures to forecast correlations from –1 to +1, ranging from exact opposite correlation to no correlation to exact correlation.

Identify Complements and Substitutes For illustrative purposes only.

“We use it for underlying portfolio exposures and manager comparisons. We have primarily used it to identify complementary managers from a style standpoint.”
Anonymous

We know that our risk model and formula for predicted active return correlation can help advisers build portfolios. Risk Lens looks forward – many other tools don’t. They focus on historical not forecast risk measures. They don’t show predicted fund correlations. Or they’re too expensive.

Risk Lens Is Holdings-Based and Forward-Looking

We look at current fund holdings to calculate forecast risk measures and help predict fund return correlations. Most other tools are returns-based and tell you a fund’s past risk exposure. We forecast a fund’s future risk. You would have to pay thousands of dollars to get this holdings-based analysis from other institutional tools. With Risk Lens, you get it free.

“It’s just interesting . . . another way to view things.”
Vice President-Financial Advisor, Global Brokerage Firm, Washington, DC

Don’t Other Tools Do This?

Risk Lens looks forward – many other tools don’t. They focus on historical not forecast risk measures. They don’t show predicted fund correlations. Or they’re too expensive.

We’ve Helped Investors Understand Risk for Over 8 Years

Causeway manages global stocks, fusing fundamental and quantitative analysis since 2001. In 2013, we launched Risk Lens to bring the power of our risk analytics to clients, introducing the easy-to-use web application in 2019.

Risk Lens currently covers over 9,000 U.S.-registered stock mutual funds and ETFs and over 38 benchmarks and ETFs across all major geographies.

“It’s a fun tool.”
Managing Director, Manager Research Team, Investment Management Firm, New York

Are Causeway Funds Included?

Yes, but when you use our web-based tool, you select your own funds for analysis. You can include Causeway Funds, or leave them out.

Risk Lens is Free-of-Charge

We provide Risk Lens free-of-charge. We think it’s a critical tool for our clients and advisers who use Causeway Funds. Why do we give it away? Because we believe investors make better decisions with better information. We think Causeway Funds compare well using Risk Lens’ forward-looking analysis.

Risk Lens shows active risk exposures, forecasts risk measures and predicts fund return correlations.

Use Risk Lens to know your stock portfolio and diversify. Align stock risk with your client’s risk level. It’s web-based, easy to use and continuously enhanced with popular new features. And it’s free.

“Provides a clean and simple way to review funds from a factor-based perspective in a robust manner.”
Investment Product Analyst, Large Bank, Kansas City

Give Us Your Feedback

We value feedback from users and continuously enhance Risk Lens with popular new features. Use Risk Lens and send your comments to [email protected] or call us at 310-231-6100. If you are not yet a Risk Lens user, request a login below. We are happy to provide introductory training for users.

Know Your Portfolio – Use Risk Lens

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Active sector exposures For illustrative purposes only.

Risk Lens

11111 Santa Monica Blvd.
15th Floor
Los Angeles, CA 90025
[email protected]

Inquiries:

+1 310-231-6100

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