Investment Choice

The Investment Choice module determines the best investment option for a member’s super, based on their age, intended retirement age, intended investment timeframe, risk profile, and expected annual return.

As a baseline, Investment Choice projects the member’s super balance at retirement if they stay with their current investment option. Then, based on member input (intended retirement age, investment timeframe, risk profile, and expected return), it suggests an alternate investment option that could better the retirement position.

Your organisation’s risk profile questions and investment options, including their brand names, fees, underlying asset classes, growth/defensive splits, expected return ranges, and minimum investment timeframes, are pre-loaded into Provisio, allowing you to display a fully customised investment recommendation to your members.