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Advisory & Private Wealth Management

Services that help you identify, measure and manage risk

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

Our Wealth Management services provide consistent, enterprise-wide data, risk and investment planning services for all aspects of the wealth management process. Our WealthBench service allows advisors to define risk-based investment policies and deliver investment proposals based on those policies. We also offer Risk Suitability Monitoring, a risk compliance reporting service to ensure portfolio risk remains within policy guidelines.

Risk Management Services for Advisory & Private Wealth

RiskManager - Manage risk across all asset classes
WealthBench - Deliver superior financial planning and client relationships
Risk Suitability Monitoring Services - Industry-standard methodology to ensure compliance

ISS Governance Services for Advisory & Private Wealth

SCAS Notification and Distribution Services - Notification and distribution of claims materials for non-discretionary and retail accounts