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January 2017

How FinaMetrica's Portfolio Mappings Work

• Webinar: How FinaMetrica's Portfolio Mappings Work - 1st/2nd February 2017
• Auditing Risk Profiling Systems - Podcast
• Financial Risks For Older Women
• Meeting Goals Without Losing Sleep


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Webinar: How FinaMetrica's Portfolio Mappings Work - 1st/2nd February 2017


Please join us for our next webinar! We'll be explaining how FinaMetrica's portfolio mappings work and the benefits they allow you to deliver for your clients. It's a live event, so timings differ around the world:

 

United States (EST)                4pm Wed. 1st February
United States (PST)                1pm Wed. 1st February
UK                                         9pm Wed. 1st February
Australia                                8am Thurs 2nd February            

Register for the webinar here.

If you can’t make it, replay is available on our website after the session here - watch a replay of our last webinar explaining how FinaMetrica's risk & return guides work and how they can be used to frame and manager investor expectations.

 

Auditing Risk Profiling Systems - Podcast

 

Recent audits of risk profiling systems have exposed critical weaknesses in the processes being used to determine investment suitability. While they can look okay on the surface there is often little or no substance to support them.

 

Listen to the podcast here.

 

Financial Risks For Older Women


Older women have less ability to bounce back from financial shocks and are more likely to be trapped in poverty in later life. They have less money, pay more for care and suffer most in divorce - all the details are on page 66 of this report. More...

 

Meeting Goals Without Losing Sleep


FinaMetrica's Tyler Nunnally was recently quoted in a Kiplinger's Personal Finance article on designing portfolios that ensure you reach your goals without losing sleep over the risks. Kiplinger's makes a common mistake by including risk capacity as part of risk tolerance, when the two are quite separate (and each is vitally important in its own right). But the arguments about risks and trade-offs are spot-on. More...