The Risk Management Index© Manager Solution
The Risk Management Index© is a customizable security selection methodology that addresses the challenges of modern portfolio management.
Solutions for Managers
MANAGE
- Abundance of data
- Multiple Investment Timeframes
- Multiple Universes & Asset Classes
- High and Low Volatility
- Individual Securities or ETFs
STYLES
- Value or Growth Styles
- Active vs. Passive Strategies
- Absolute & Relative Performance
RISK AND ALLOCATION
- Starting bias
- Legacy Positions
- Position Weightings
- Security Level Risk Management
- Portfolio Level Risk Management
CUSTOMIZED SOLUTIONS FOR MANAGERS
The Risk Management Index© portfolio methodology can be tailored to meet specific end client or advisor mandates. The strength and adaptability of the RMI© processes allows for not only matching of mandate and universe but also universe outperformance at both risk and return level.
