Sponsored by Covisum
Covisum’s new white paper explains the dangers of relying on traditional models of explaining and estimating portfolio risk, and how risk analytics have evolved. “The Risk Evolution” shows you amazing new opportunities to help clients.
You've seen it happen: losses accumulate in a portfolio, and the client ponders doing something unwise. Whether they're the most risk-averse client or extremely laissez-faire, they're vulnerable to emotional reactions. When they're paying you to help them make smart financial decisions, this leaves you in an unpleasant situation. How do you help people avoid behavioral mistakes that could cost them — and cost you your reputation? You set proper downside expectations based on quality risk analytics.