Monday, September 19, 2022
HomeWealth ManagementDiscuss Your Ebook: Portfolio Premortem

Discuss Your Ebook: Portfolio Premortem


Immediately’s Discuss Your Ebook is introduced by Material Danger:

 

On as we speak’s present, we spoke with Material Danger Co-Founder Rick Bookstaber about how Material is figuring out dangers for advisors.

On as we speak’s present we talk about:

  • Rick’s background and the beginnings of Material Danger
  • How Material is approaching threat for advisors
  • Taking a look at threat by way of the lens of an advisor/particular person vs a portfolio supervisor
  • Monetary plan administration vs portfolio analytics
  • Way of life traits and threat
  • How Material updates their threat fashions
  • Why Material makes use of the MSCI Issue mannequin

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