Market Insights Dashboard

Starting today, Market Insights in Pave Pro gives you a deeper way to explore benchmarks, combining Pave's risk and return scoring with benchmark composition, historical changes, and top holdings, all in one place.

What’s New

Market Insights brings Pave's risk and return scoring together with benchmark data, so you can see how Pave evaluates the securities within a benchmark. Use it to:

Compare holdings using Pave’s risk and return metrics.
Understand how benchmark composition has changed over time.
Identify the largest holdings within a benchmark.
Add more context when reviewing portfolios or discussing Pave’s investment approach with clients.

Pave's risk and return scores reflect Pave's own proprietary methodology and are for informational purposes only. They do not constitute a recommendation and are not indicative of future performance.

Why It Matters

Knowing what a benchmark holds is only part of the picture. Market Insights shows you how Pave evaluates those holdings and how the benchmark's makeup has evolved, giving you a clearer, more informed lens for client conversations and portfolio reviews.

Where can I find Market Insights?

Directly in the Pave Pro menu.

Which benchmarks are supported?

Today, we support SPY and QQQ, with more on the way as we refine the experience based on your feedback.

Questions or feedback? Reach out to salessupport@pavefinance.com.

Risk Disclosure & Disclaimer

‍For Financial Professional Use Only

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. There is no guarantee any investment recommendations will be successful and there is a risk of losing money.

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Pave Investment Advisors, LLC is an SEC-registered investment adviser. Such registration does not imply any level of expertise.

Securities offered through Pave Securities, LLC – New York, NY. Member FINRA/SIPC. You can review Pave Securities, LLC with FINRA’s BrokerCheck BrokerCheck.

Advisory Services are only offered through Pave Investment Advisors, LLC, an SEC-registered investment adviser which is an affiliate of Pave Securities, LLC.

Pave Securities, LLC and Pave Investment Advisors, LLC do not offer tax or legal advice.

The news, resources, and articles available on this site are being presented for educational purposes only and should not be considered specific investment or planning advice applicable to each individual.

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