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wealth advisory
Is it time to redefine the risk-based portfolio approach?
The introduction of a highly automated portfolio-based advisory process and the use of quantitative portfolio risk has led to a new advisory paradigm. In this post, we explore the challenges that come with this.
Change from a single-instrument to a risk-based portfolio approach in wealth industry
With the implementation of MiFID II in Europe and similar standards in other jurisdictions, wealth advice has effectively shifted from a “single-instrument approach” to a “risk-based portfolio approach”. This blogpost is an introduction to what this means.
