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Should Your Clients’ Stock Portfolios Consider Their Careers? 

How to manage risk with a total wealth management approach.

No portfolio is an island.

Stocks and bonds are only a fraction of a client’s total economic worth. Other assets, such as real estate, business ownership, and human capital, make up the bulk of their net worth. And like all assets, they come with unique risks.

This study looks at portfolio personalization and direct-indexing strategies that account for clients’ future income.

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What's Inside our Research:

  • The benefits of a total wealth management approach.
  • What career risk is and why investors should consider it.
  • What approaches worked (and what didn’t) to improve risk-adjusted returns.
  • A novel framework to model human capital at the firm level.
  • A case study on the impact of Covid lockdowns on leisure companies. 

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