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Viewpoints Effective Discovery and Women Investors(video) Effective Discovery and Women Investors John Nersesian, Head of Advisor Education, and Mary Hoppe, SVP Account Manager discuss the importance of client discovery and offer effective tips for working with women investors.
Understanding Investing The Benefits of Risk Factor Investing(video) The Benefits of Risk Factor Investing Steve Sapra, senior member of the client solutions and analytics team, explains how a focus on risk factors can simplify investors’ ability to assess the risk/return profile across asset classes and sectors.
Understanding Investing Beyond Stress Testing for Portfolio Stability(video) Beyond Stress Testing for Portfolio Stability In addition to testing portfolio risk factors against historical stress periods, financial advisors need to prepare clients to view portfolio risks within a long-term framework, before volatility strikes.
