PMX Risk Profiling and Mapping webi...

Overview for PMX Risk Profiling and Mapping webinar

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Agenda: PMX intro and why we’ve been invited to present Why is risk profiling useful? (i.e. helps with willingness to take risk but I can give more context). Also, What makes a good risk profiler? Overview of some of our features. Short demo of WeX and how our FPA links to portfolio module Discussion on how risk profiling ties into creating portfolios i.e. mapping and the importance of controlling both the tool and asset allocation

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