Brinker Capital, an investment management company focused on multi-asset class investing, is to begin using BlackRock’s state of the art risk management platform, Aladdin Wealth. In utilising the Aladdin Wealth platform, Brinker Capital will offer enhanced risk analytics in managing bespoke investment solutions for high net worth and institutional investors through its Wealth Advisory division.
Brinker Capital Wealth Advisory has worked closely with BlackRock to tailor the analytics to fit the needs of the high net worth clientele Brinker Capital serves in partnership with financial advisors. The enhanced risk management platform now incorporates Brinker Capital’s time-tested multi-asset class investment philosophy with Aladdin Wealth’s advanced portfolio analytics and individualised risk-focused metrics, allowing Brinker Capital to create a more holistic understanding of each client’s unique situation.
“We’re excited to integrate Aladdin into our Wealth Advisory offering,” says Jason Moore, Chief Solutions Officer at Brinker Capital. “Aladdin’s risk management capabilities help differentiate our offering in the marketplace by allowing us to assess client risk in a more effective and efficient manner. It also emphasises our commitment to providing financial advisors with the investments, technology, and service they need to remain focused on helping their clients achieve better outcomes.”
Brinker Capital’s risk management platform will now provide financial advisors with:
• The ability to quickly analyze prospect account holdings and provide a proposal with in-depth analytics and recommendations
• A streamlined process to analyze investment portfolio risks and exposures across asset classes, sectors, and geographies
• Stress-testing of portfolios for historical and forward-looking hypothetical market shocks
• The ability to instantly analyze their book of business managed by Brinker Capital
• A comprehensive view of an investor’s assets to track progress toward goals.
“Transparency into risk has never been more important as we all grapple with the broad-reaching impacts of increased uncertainty,” says Woo Fung Kwong, Co-Head of Aladdin Wealth Tech. “We are thrilled to extend Aladdin Wealth’s institutional-grade risk capabilities to Brinker Capital Wealth Advisory, helping Brinker Capital to align portfolios with intended outcomes and build greater trust with their clients.”
