In this episode, Zvi Bodie discusses a new starting point for evaluating client needs.
Zvi Bodie discusses a new starting point for evaluating client needs, approaching wealth management as an exercise in risk management, and implementing asset liability management.
The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.
Applying Financial Engineering to Wealth Management
In this episode, Zvi Bodie discusses the following:
* A new starting point for evaluating client needs
* Implementing an asset liability management approach
* Approaching wealth management as an exercise in risk management
Video Player is loading.