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FEBRUARY 2018

 

(Video) Risk: Preparing Clients for an Uncertain Journey
 

Shane Shepard
 

The journey to more compelling investment opportunities and to higher long-term returns is necessarily paved with higher volatility and higher tracking error. A client’s thorough understanding of these bumps in the road will make for more successful advisor–client relationships.

ARTICLES

Risk: Preparing Clients for an Uncertain Journey


By Shane Shepherd


October 2017 | Read Time: 10 min


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.