San Francisco, April 6, 2020 – Akhil Lodha, StratiFi Technologies’ Chief Executive Officer, recently spoke on a webinar held by S&P Dow Jones Indices (DJI) about the effective strategies financial advisors can take to manage their clients’ risk during volatile times.
With the recent instability of markets, investors have been growing fearful of exposing themselves to greater risk. S&P’s webinar aimed to provide advisors with index-based tools and other knowledge that could help them mitigate that risk and reduce their client’s sense of uncertainty. Akhil joined a number of other industry experts, including Phillip Brzenk, Senior Director of Strategy and Volatility at S&P DJI, and Victoria Bogner, CEO of Affinity Financial Advisors, to offer their insight.
Akhil focused on explaining how to frame these strategies in a way that clients can understand, thereby increasing their comfort and confidence in investing. Highlighting StratiFi’s PRISM rating system, he demonstrated an in-depth yet comprehensible way to quantify a portfolio’s exposure to tail risk. By first visualizing risk for clients through a relatable lens, they are then able to see the benefit of suggested changes and rationally navigate their future investment plan.
The webinar garnered a global audience of over 300 attendees, varying from financial advisors to investment consultants to individual investors.
To learn more about the event and listen to the webinar, click here. If you’re interested in viewing the webinar slides and accessing a checklist that can help you better prepare your clients for market volatility, please leave your name and email below.
About StratiFi Technologies
StratiFi Technologies Inc. helps investors make smarter investment decisions.
We enable investment advisors, family offices and investors to define and manage risks that are often hidden, or not well understood, within their client’s portfolios. Our PRISM Rating™ technology democratizes risk management techniques that are normally the purview of sophisticated institutional investors. By identifying, defining, and managing risks, StratiFi helps financial advisors help their clients, and also protect and grow their practices. By educating clients about the realities of markets, advisors can deepen relationships, and better help investors confront the challenges of modern markets and the demands of modern life.
StratiFi, based in San Francisco and New York, is backed by key investors who are focused on financial technology, including Cboe Global Markets, Wolverine Holdings, and leading venture capital firms, including Anthemis Group, Khosla Ventures and Y Combinator.