Dynamic Portfolio Strategies’ Post

Are you relying too heavily on risk scores for your clients' asset allocation? Our latest research, “The Perils of Outsourcing Asset Allocation to a Risk Score,” challenges the status quo and sheds light on the potential pitfalls of this approach. Discover a fresh perspective on aligning asset allocation more effectively with your clients’ goals. On behalf of authors Martin Tarlie, Matthew Kadnar, CFA, James Montier, we hope you find our research valuable and look forward to your feedback. Key Takeaways:   1. For too long, the industry has been outsourcing asset allocation decisions to the risk score. This approach often results in portfolios that are disconnected from actual client goals and are unresponsive to changes in clients' financial situations. As a result, investors are not receiving truly personalized portfolios, leading to sub-optimal outcomes and the much bigger risk that clients don’t meet their goals. 2. Our research advocates for an Investment Policy Process that appropriately balances the crucial elements of time horizon, risk tolerance, cash flows, and return objectives into a dynamic, ongoing strategy that adapts in real time to your clients' changing lives and market conditions. 3. By pioneering not only technological innovation, but also process innovation, Nebo Wealth is redefining how the industry engages with clients, offering a more adaptive and comprehensive approach that seeks to improve investor outcomes #InvestmentResearch #BehavioralFinance #ClientFirst

This is high-quality thinking on a topic of massive importance to the advisory community.* Risk tolerance (risk acceptance? capacity? alignment? need? all of these?) matters, but it’s not nearly enough to fully inform or determine portfolio construction. Time horizon, goals, return needs, and capital market conditions/assumptions *all* loom large…and should all factor into the (neverending!) process of portfolio construction. Nebo is changing the game of wealth management, one fortunate investor at a time… *Complete with bonus Six-Million Dollar Man intro reference, which speaks to this Gen Xer more than he’d like to admit…

Market Update: A Year in Review. Performance as of 10 July 2024. Reflecting on the past year and the last six months, certain funds have truly outperformed expectations. 📈 From strategic asset allocation to proactive management, these funds have capitalized on market opportunities and mitigated risks effectively. Curious about the factors driving this success? Please don’t hesitate to contact me on 079 340 0312 or email me at mikael.kotze@liblink.co.za. #MarketUpdate #InvestmentSuccess #FundPerformance #FinancialGrowth #WealthManagement #InvestSmart #MarketInsights #PortfolioManagement #FinancialPlanning #InvestingTips

How do your portfolios stack up against other financial advisor model portfolios? Learn what’s trending in the biannual report from Vanguard’s Portfolio Analytics and Consulting (PA&C) team.

No matter how you're aiming to deliver value to your clients, Fidelity has you covered - with solutions like Fidelity Model Portfolios that benefit from our long history of managing risk-based portfolios. Our model portfolios are a great example of how we use our deep research and investment resources to help your clients meet their goals. Check out how our models can aid in portfolio management while giving you more time to deepen client relationships. https://lnkd.in/etvNCBr8 #advisors #modelportfolios

Understanding risk is the key to better asset allocation and decision-making. Our platform offers comprehensive insights across single portfolios or aggregated levels, empowering smarter strategies. Find out more about managing risk effectively with Linconomy. 🔗 https://www.linconomy.com #NextGenWealthManagement

A well-diversified portfolio is designed to help your clients achieve their long-term goals. But, at times, clients can feel disappointed about their portfolio returns compared to market performance. Even if their portfolio outperformed in down markets, they may still be disappointed in a market rally when their returns are not as strong. The silver lining is that diversified portfolios have historically produced better outcomes for clients by being more consistent over time. Helping clients understand this can be much easier if you illustrate it visually. Use our resources to aid your client conversations. Download “Diversification can feel disappointing” and help clients recognize the importance of portfolio diversification and overcome their ‘S&P envy’ when stocks rally. -> https://1blk.co/3V2ZTGW #assetmanagement #stockmarket

Discover the power of our new Core Portfolio Models—a dynamic, data-driven solution designed to help advisors stay ahead in any market. Focus performance in top-performing asset classes, work to minimize risk, and seamlessly integrate into your existing workflows. With flexibility and control at your fingertips, managing client portfolios has never been more efficient. Explore the difference today: https://lnkd.in/gUwzTWGK #DPSModels #PortfolioManagement #DPSCoreValues

Seeing the Big Picture in Wealth Management In today's competitive landscape, clients want advisors who understand not only the investments but the cycles, historical perspectives, and nuances that shape each opportunity. Our latest blog dives into how wealth managers can bring unique value by offering well-rounded perspectives on portfolio construction—integrating asset classes like CRE to balance traditional market exposure. It’s knowledge like this that sets advisors apart and builds trust. Read on to learn how a comprehensive approach can enhance client relationships and solidify your role as a trusted advisor. https://hubs.li/Q02ZJRNk0 #WealthManagement #FinancialAdvisors #ClientTrust

Seeing the Big Picture in Wealth Management In today's competitive landscape, clients want advisors who understand not only the investments but the cycles, historical perspectives, and nuances that shape each opportunity. Our latest blog dives into how wealth managers can bring unique value by offering well-rounded perspectives on portfolio construction—integrating asset classes like CRE to balance traditional market exposure. It’s knowledge like this that sets advisors apart and builds trust. Read on to learn how a comprehensive approach can enhance client relationships and solidify your role as a trusted advisor. https://hubs.li/Q02ZJMJ60 #WealthManagement #FinancialAdvisors #ClientTrust