Sponsored by FTJ Fundchoice
Did you know that 75% of overall portfolio return variance can be attributed to market cycles1?
And as markets fluctuate, so do client emotions. The advisors who will win in the year ahead are those who can help clients prepare for market influences and create portfolios accurately aligned with their expectations.
Ask your clients three questions to close the gap between expected outcomes and realistic performance:
- Should some of your portfolio be exposed to global markets?
- Should some of your portfolio be actively managed during volatile markets?
- Should some of your portfolio be excluded from bear markets?
Register to download FTJ FundChoice’s latest eBook to discover how asking these simple questions can help you construct portfolios that are positioned to align with client expectations, regardless of market scenario.
1 Financial Analysts Journal, March/April 2010, 66. “The Equal Importance of Asset Allocation and Active Management.” 2010 CFA Institute
