Discussing Risk With Investors

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By Trevor Davies, Vice President, Senior Business Architect, Albridge, an affiliate of Pershing, a BNY Mellon company

Does the average investor understand Sharpe Ratio, R-Squared or Standard Deviation? Usually, the answer is "no." However, if you can take them beyond the numbers, risk can be much less confusing.

Presented simply and clearly, when you enable investors to see risk clearly, it can help strengthen your relationship and retain business.

To help you discuss risk with your clients, use Albridge's Portfolio Risk and Return Report's configurable risk reporting feature.

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