Advisory & Private Wealth Management

Services that help you identify, measure and manage risk

RiskMetrics Group's services for advisory and private wealth management incorporate robust analytics, market-consistent inputs, back-tested models and transparent methodologies to build a trusted, overall picture of risk.

Through our Risk Management business, we deliver a complete Wealth Management solution that provides consistent, enterprise-wide data, risk and investment planning services for all aspects of the wealth management process.

 RiskMetrics Group delivers tools to define risk-based investment policies, deliver investment proposals based on those policies and proactively monitor risk.

Risk Management Services for Advisory & Private Wealth

  • RiskManager. Manage risk across all asset classes
  • WealthBench. Deliver superior financial planning and client relationships with solutions to define risk-based investment policies and deliver investment proposals based on those policies
  • Risk Suitability Monitoring Services. A risk compliance reporting service that incorporates our industry-standard methodology to ensure portfolio risk remains within policy guidelines

Through our Governance Services, we deliver a fully outsourced solution for delivering securities class action claims notifications and filing materials to claims-eligible clients with retail or nondiscretionary accounts.

Governance Services for Advisory & Private Wealth