Risk can be the gateway to deeper conversations with clients and more.
| | Sponsor Content from Morningstar | |
| Sponsor Content from Morningstar |
| Hello Voornaam, Against the backdrop of an intensifying regulatory environment, risk profiling solutions are under the microscope these days. But aside from compliance, risk profiling, when done correctly, also is an effective first step in getting to know your client. And with the right profiling solutions, risk can be the gateway to deeper conversations with clients, long-term value creation, and truly personalized portfolios. Join us to learn:
Why it is crucial to ensure you're measuring your clients' risk properly What to do with clients' risk profiles once you have them How a reliable methodology - especially in this market - can help drive investor success |
| | Lee Davidson | Head of Quantitative Research
Morningstar | | (Speaker) |
| | | Patrick Wang | Quantitative Research Manager
Morningstar | | (Speaker) |
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| | Lee Davidson | Head of Quantitative Research
Morningstar | | (Speaker) |
| | | Patrick Wang | Quantitative Research Manager
Morningstar | | (Speaker) |
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