Monday, September 19, 2022
HomeWealth ManagementSpeak Your Guide: Portfolio Premortem

Speak Your Guide: Portfolio Premortem

In the present day’s Speak Your Guide is introduced by Material Danger:


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

On in the present day’s present we focus on:

  • Rick’s background and the beginnings of Material Danger
  • How Material is approaching danger for advisors
  • danger by means of the lens of an advisor/particular person vs a portfolio supervisor
  • Monetary plan administration vs portfolio analytics
  • Life-style traits and danger
  • How Material updates their danger fashions
  • Why Material makes use of the MSCI Issue mannequin

Pay attention right here:



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