Investment professionals - RIAs and Asset Managers alike - must constantly find ways to differentiate and offer deeper level of insight into portfolio construction, including risk and return drivers and trade-offs, volatility, sensitivity analysis, correlations, and other quantitative factors.
As we've previously outlined, advisors are under increasing pressure to provide transparency and clear communications to their clients about the investments they are making, the risks that they are taking and the returns they are getting. In turn, as manufacturers and distributors of funds, asset managers are under more and more pressure to distinguish their products and services to better support their investment advisory networks and position themselves for the long-term. As this infographic illustrates, the BISAM Cognity multi-asset risk management platform offers the high-end analytics innovation required to enhance funds' advisory relationships; and to assist wealth advisors in retaining and winning new investment clients.
Download the Cognity Portfolio Construction and Advisory Services product sheet to learn more.