Wealth Management
Building on our institutional heritage, RiskMetrics Group offers consistent, enterprise-wide data, risk and investment planning services to all aspects of the wealth management process. RiskMetrics Group clients can define risk based investment policies, deliver investment proposals based on those policies and proactively monitor risk.
Relationship Management with WealthBench
- Relationship Managers
- Portfolio Managers
- Private Bankers
- Wealth Managers
- Financial Advisors
- Brokers
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Investment Planning
with RiskManager
- Chief Investment Officer
- Investment Managers
- Risk Managers
- Portfolio Managers
- Product Managers
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Compliance & Oversight with Risk Suitability Monitoring
- Compliance Officers
- Auditors
- Risk Officers
- Investment Committee
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