Multi-factor models in risk attribution

November 15, 2012 - A Client's Perspective on Risk:
Why Managing Risk is Crucial to Meeting the Client's Goals

Stephen Campisi, CFA - US Trust

• • • A look at risk in terms of meeting client financial goals using both forward and backward looking approaches.
    • A shift from examining returns only to examining risk in terms of money and the client's view of "success"
    •  A long-term view of the risk and return inherent in the investment decision making process
    • A look at  traditional risk measures, with insights gained from looking at the pattern of risk over time
    • Why this is the future of Performance and Risk

11:00 am (EST) - 1:00 pm

Risk Management