His workshop focused on how modern wealth management analytics technology can empower financial advisory firms to develop integrated investment advice across the entire wealth life cycle in a streamlined manner for thousands of clients. Modern integrated portfolio-behavioural-planning analytics allow advisors to create and track customized multi-asset portfolio strategies that are aligned with their clients’ risk profiles and multiple goals over their lifetime. Quantitative engines, leveraging risk and performance analytics, factor models and machine learning techniques, provide advisors with interactive tools to understand exposures, attribute performance and manage risks for a single client, a complex family hierarchy, and for the entire book of business. Advanced scenario tools can be used to create compelling investment proposals, as well as educate clients about risk, the impact of portfolio drawdowns, and the importance of consistent investment strategies and diversification.
You can view Dr. Rosen’s presentation slides for this workshop here.