Are you in search of assessing climate change related risks and opportunities? Are low yields forcing you to optimize your investment strategies, taking into account multiple horizons and risk profiles? Want to apply real live stochastic economic scenarios for investment strategy fine-tuning? Facing increased investment performance analysis demands, in order to show your added value to your clients? Being a housing corporation, you may seek ways to formulate the complex policy and monitor real estate performance.
More on our software and services for asset managers and housing corporations
The quest to become the best – Becoming the trusted wealth coach and adviser
What does the journey to the destination of trusted adviser and wealth coach look like? What do clients really want and value, and how can advisers provide that? Find out in this research-led whitepaper.