In this paper we discuss why it is important to take uncertainty into account when making investment decisions, and why scenario models are up to the task. Also see the related paper about the latest Ortec Finance scenario approach.
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07 August 2023St James’s Place: Modernizing client engagement and increasing advisor productivityFirms utilizing available technology to personalize client engagement will be best positioned to capture a meaningful market opportunity St. James's Place is fully focused on delivering this highly personalized experience.
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01 August 2023PRESS RELEASE: Dramatic increase in focus on ESG investing Canadian wealth managers and financial advisors sayNearly all wealth managers and financial advisors say clients are increasing their focus on ESG credentials in their investment portfolios.