Are Your Clients More Diversified Than They Know?

Adaptive’s Risk Contribution Chart Visualizes Portfolio Risks and Shows How to Hedge Efficiently.

Clients are often surprised that their concentrated mega-cap or legacy portfolios have sources of diversification which can be used for downside protection through cost-effective index puts.

See how veteran advisor Mike Tosaw uses Adaptive’s powerful Risk Contribution charting tool to identify and hedge against idiosyncratic risks across a range of example portfolios, including overweight legacy positions. Mike will also suggest how to use this approach to trigger valuable conversations with your clients. Join us for this important webinar.