Thursday, February 22, 2024
HomeWealth ManagementDiscuss Your E book: Portfolio Premortem

Discuss Your E book: Portfolio Premortem


Right now’s Discuss Your E book is offered by Cloth Danger:

 

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

On as we speak’s present we focus on:

  • Rick’s background and the beginnings of Cloth Danger
  • How Cloth 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
  • Life-style traits and threat
  • How Cloth updates their threat fashions
  • Why Cloth makes use of the MSCI Issue mannequin

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