Name: Using AUM Navigator to Optimize Client Portfolio Growth and Protection
Uploaded: 2026-01-26
Duration: 1106 s
Channel: Komododecks

Question 1

Key Takeaway 1

Accepted Answer

Use the AUM Navigator to identify market signals for rotating assets between growth and safe investments.

Question 2

Key Takeaway 2

Accepted Answer

Communicate proactively with third-party managers to adjust client portfolios based on market conditions.

Question 3

Key Takeaway 3

Accepted Answer

Educate clients on the benefits of strategic asset rotation to protect capital and boost portfolio performance.