What are the assumptions for the Projection Screen?

The return projection chart uses simple theoretical probabilistic return projections based on expected returns and standard deviation estimates. It does not use Monte Carlo simulations. We assume that returns are normally distributed around the mean. The chart provides an optimistic and a pessimistic scenario, each of them being half a standard deviation away from the mean. The target probability used to estimate the likely scenario is 57%.

What can and cannot be customized regarding the risk buckets?

Bambu GO Connect comes with 5 default risk buckets, with default asset class breakdowns and default expected returns and volatility. If the number of risk buckets cannot be amended, all other data can be customised by the advisors, with their own name, their own breakdown between asset classes and their own estimates of the expected returns and volatility of returns.