Krilogy Financial

Investment Committee & IA Report – March 2015

Despite having three full calendar years without a 10% correction in the S&P 500, volatility appears to be on the rise. Krilogy has the systems and team in place to actively manage this volatility for clients and keep portfolios allocated to their appropriate risk tolerance. Portfolio Stress-Testing All Krilogy Portfolio Models undergo forward-looking stress testing as part of our ongoing…

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Krilogy Financial

Investment Committee & IA Report – November 2014

The markets continue to be very active, with many recent ups and downs. Krilogy is actively managing this volatility for clients: Portfolio Stress-Testing: All Krilogy Portfolio Models undergo forward-looking stress testing as part of our ongoing due diligence. Many risk scenarios have made headlines recently and our stress testing process provides Krilogy’s Investment Committee and your Krilogy advisor with analytical…

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