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First of all, I think the amount of investors that participate in the financialmarkets is much smaller than it is in the U.S. And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S.
So, the Portfolio Solutions Group advises mainly institutional clients on all kinds of challenges that they have and thinking about the expected returns, portfolio construction, riskmanagement, et cetera. And then, most importantly, I do love his ethical antenna and his kind of truth-telling obsession that he has.
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It was derivatives math, it was like working with the traders on like riskmanagement. You were saying that you had a code of ethics, but then your CEO was sexually harassing people. And that’s kind of a terrible way to do almost everything in like regulated financialmarkets.
Macchia chimes in, saying he finds it ironic that the first module in the CFP program is riskmanagement, which he interprets to be about insurance. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. They told him to read the FAQs (lol)!
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