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Morgan Stanley: Risk-Based Portfolios Powered By Analytics

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27 March 2023
Julia Chung

Winner of Celent Model Wealth 2023 Award for Data and Analytics

Abstract

Since receiving the Model Wealth Manager 2021 Award for best Products and Platforms, added analytic functionality and new front-end integrations have again set the Portfolio Risk Platform as a standout winner, this time for the 2023 award for best in Data & Analytics. The Portfolio Risk Platform continues to make transformational breakthroughs in the investment industry with its first-of-a-kind risk management solution—delivering a suite of risk modeling capabilities that demonstrate risk factor exposure, volatility, and how markets could react in different economic scenarios. Since the last launch, the platform expanded its holistic portfolio allocation dashboard to further develop simulated market scenarios and identify new business opportunities using granular risk metrics and historical and forward-looking volatility estimations for better informed risk-managed investment strategies. The platform equips financial advisors and their clients alike with on-demand, instant client reporting access to relevant insights and analytics through integrations with internal systems, client portals, and mobile applications.

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