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Innovative Strategies for Diversifying Risk and Return in your Financial Portfolio
sponsored by Actuate Corporation
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Posted:
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13 Feb 2008
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Published:
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01 Jan 2007
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Format:
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PDF
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Length:
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8
Page(s)
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Type:
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White Paper
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Language:
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English
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ABSTRACT:
Client expectations of their wealth managers have changed significantly over the past decade, to expect a combination of traditional wealth management services with a level of sophisticated asset allocation that the new breed of millionaires have championed. Many clients expect on-demand, real-time, single-view reporting on such a diverse range of assets and allocations, but their systems are not used to dealing with such reporting.
Read this white paper to learn how you can utilize innovative and clever strategies to diversify risk and return in a portfolio. Explore how wealth managers can gain a clear competitive advantage, while ensuring that critical regulatory considerations are met.
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Authors
Anisha Puri
Strategy Consultant-Financial Markets
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IBM
Rohitha Perera
Consultant Partner-Financial Markets
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IBM
Todd Paoletti
Director of Customer Self-Service Solutions
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Actuate
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BROWSE RELATED
RESOURCES
Asset Management (Finance) | CRM | Data Quality | Financial Services Industry | Internet | Investments | Portfolio Management (Finance) | Real-time Analytics | Regulatory Compliance | Reporting Software | Wealth Management
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View All Resources
sponsored by Actuate Corporation
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