Sponsored by FTJ Fundchoice
Do you know that 75% of general portfolio return variance could be attributed to market cycles1?
And as markets fluctuate, so do consumer feelings. The advisors who will win within the 12 months forward are those that might help purchasers put together for market influences and create portfolios precisely aligned with their expectations.
Ask your purchasers three questions to shut the hole between anticipated outcomes and life like efficiency:
Ought to a few of your portfolio be uncovered to world markets?
Ought to a few of your portfolio be actively managed throughout unstable markets?
Ought to a few of your portfolio be excluded from bear markets?
Register to obtain FTJ FundChoice’s newest eBook to find how asking these easy questions might help you assemble portfolios which can be positioned to align with consumer expectations, no matter market situation.
1 Monetary Analysts Journal, March/April 2010, 66. “The Equal Significance of Asset Allocation and Lively Administration.” 2010 CFA Institute