Managing Interest Rate Risk For Wealth Management Clients

Bemused businessman looking up at big percent symbol, for high cost credit or rising interest rate

Majority of the investors are waking up to the fact that fixed income portfolios are not necessarily safest given historically low interest rates and the macroeconomic outlook. The video offers a way for financial advisors to quantify interest rate risk of any portfolio using RiXtrema’s Portfolio Crash Testing tool. Once the risk is quantified, an advisor can suggest risk mitigating strategies to improve the overall risk profile of the portfolio and address clients concerns. This can help risk aware advisors gain new clients and add value for the existing client base.