Date & Time
December 1, 2021 at 1:30 pm ET / 10:30 am PT
Location
303 Bryant Street, Mountain View, CA
About the Webinar
Cresset’s reinvention of the family office has resulted in notable success and the opportunity to serve sophisticated client needs. Addepar and Fabric enable Cresset to:
- Analyze client holdings at a micro level
- Identify risk factor exposures in multi-asset class portfolios
- Tailor client portfolios with care and rigor
In this webinar, we will discuss:
- Cresset, Addepar, and Fabric Introduction
- Modeling Risk in Multi-Asset Class Portfolios
- Building and Managing Portfolios
Register today!
Request Webinar
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