ALADDIN WEALTH INSIGHTS

Chris Scott-Hansen, Managing Director, Associate Director of Consulting Group, Head of Trading & Managed Solutions, Morgan Stanley, and Woo Fung Kwong, Managing Director, Chief Strategic Advisor to Aladdin discuss risk management in the wealth space.

We examine the process of making a BlackRock Market-Driven Scenario (MDS), with help from our Risk and Quantitative Analysis team.

A strong technology provider is also a partner who’s able to respond to the ever-evolving needs of wealth managers.

Leaders shared perspectives on what challenging markets mean for the wealth management industry.

As alternative assets gain steam in a low yield backdrop while inflation adds new pressure, a whole portfolio context can add value to client proposals.

Using technology can help advisors overcome tax hurdles when transitioning client portfolios.

Greater transparency into risk exposures through factors can improve your due diligence process.

Investments can better align to a client’s financial goals when viewed as a household.

Leaders looked ahead at wealth technology trends in our executive forum.

For structured products, a full revaluation can provide a better risk blueprint.

Past performance is no guarantee of future results, but this thinking doesn’t always translate into the portfolio construction process.

Wealth managers who rely solely on asset allocation-based analyses may face inherent blind spots that negatively impact their clients.

Risk is complicated, but conversations with clients don’t have to be.

Whenever portfolios drift, it’s an opportunity for advisors to proactively rebalance to clients’ intended goals.

Our platform is helping wealth partners to see and manage business risks more clearly.