The value of risk management - Investors Chronical

Katie Godbout, Director of Sales & Marketing
September 24, 2015



We analysed U.S. versions of the three Investors Chronicle Ideal Portfolios (cautious, balanced and adventurous strategies – see diagram for allocations). There was also a complex adventurous portfolio that specified S&P 500 holdings, spread the equities allocation internationally, and added a property exposure to US real estate. The portfolios were assessed according to a standard measure of value at risk (VaR) and the proprietary SmartRisk™ model.

Read more: IC – The value of risk management

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Posted by Katie Godbout, Director of Sales & Marketing
Katie thrives on making an impact and achieving big goals. She believes that communication strategy has a major impact on business success. As a strategic communicator with a diverse background in non-profit, B2B, healthcare, and SaaS, Katie combines her expertise in strategy development, marketing and sales to spread the word about how Covisum can help advisors and institutions inform their clients of the best financial decisions.