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Navigating the Investment Landscape for the Benefit of Advisors and Their Clients
To achieve better outcomes, advisors and their clients need to re-orient the way they approach investing, from how they frame return expectations and risk tolerance to how they build portfolios, select managers and strategies, and evaluate performance.
Research Affiliates believes the opportunity exists to transform the way advisors and their clients invest, which will lead to an improved investor journey and more positive long-term outcomes.
Starting conditions matter. Today’s investment yields impact future realized returns. But many still rely on past returns to estimate future returns. Our online Asset Allocation Interactive tool gives you the information you need to look ahead, not just back.
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If we think of expected return as the likeliest long-term “destination” of our investment portfolio, we can then think of risk as the uncertainty in the “journey” to that destination. Advisors serve their clients well by helping them understand the many paths that journey can take, and by establishing a plan of action (or inaction!) for when shortfalls inevitably occur.
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The wisdom of diversifying investor portfolios across a wide range of asset classes is indisputable. But diversifying client portfolios beyond mainstream stocks and bonds comes with challenges, starting with clients’ unfamiliarity with diversifying asset classes and a propensity for clients to regret diversifying when results disappoint.
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Alpha & Taxes
Rebalancing
