Taylor Anderson, Senior Portfolio Specialist, DWS met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s portfolio construction support for advisors, and overall global impact.
Anderson leads Portfolio IQ, a value-add aimed to help advisors analyze various risk types and exposures within their portfolio. Ultimately, “We want to ensure that exposures are consistent with the goals and constraints of the individual client,” explains Anderson. Outside of this initiative, DWS offers advisors a unique global perspective.