Verwandte Insights
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11 Juli 2022Transform your practice with advanced scenario analysis
For individual investors and their advisors, leveraging an institutional-quality technological solution can help elevate the planning and management of client goals and enhance the operational efficiency of advisor practices, ultimately helping build better client outcomes in uncertain markets.
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04 Mai 2022Why Monte Carlo is not enough: Analyzing portfolio risk in the New Normal
Traditional models of portfolio planning and projection are not enough in these market conditions. Moreover, the models often thought of as an improvement, based on simplistic Monte Carlo simulations, also fall short.
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OPAL Planning
OPAL unterstütz Sie bei zielorientierten Anlageentscheidungen. Wir nutzen unserer Fachwissen aus dem institutionellen Risikomanagement und helfen Finanzinstituten oder Anlageberatern, die persönlichen Ziele ihrer Kunden in einen optimalen Finanzplan umzusetzen und deren Ziele über die Zeit zu überwachen.