Redefining Portfolio Optimization with Risk IntegrationRedefining Portfolio Optimization with Risk Integration

Justin Lowry, president and chief investment officer of Global Beta Advisors, highlighted the game-changing role of risk-based portfolio optimization at the 2024 Nitrogen Fearless Investing Summit. By integrating their optimizer with Nitrogen’s technology, advisors can tailor portfolios to precise risk targets, moving beyond traditional asset allocation models. Lowry underscored the importance of aligning client risk tolerance with portfolio design to deliver a seamless, customized investment experience.