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Losses from large drawdowns are hard to recoup. That is why we continue to favor a balanced approach to risk.
Drawdowns can have a more profound impact on portfolio growth than investors may realize.
Years of negative rates in the euro zone provide a clear example of their unintended consequences.
Sponsors are behind the curve in using risk-assessment tools to gauge the suitability of investments, and will need advisors to fill this gap.
Advisors believe plan sponsors need more help than sponsors say they do, though sponsors’ views have evolved since 2016.
Losses from large drawdowns are hard to recoup. That is why we continue to favor a balanced approach to risk.
Sponsors don’t always recognize the services advisors provide, potentially leading to confusion about value for fees.
Drawdowns can have a more profound impact on portfolio growth than investors may realize.
Years of negative rates in the euro zone provide a clear example of their unintended consequences.
What sponsors value most corresponds closely to what they most want: support for investment, communication and fiduciary issues.
Sponsors today want expertise on more issues, including alternative plan structures, cybersecurity, financial wellness and special needs caregivers.
Sponsors may understand the importance of financial wellness programs, but not their cost-benefit trade-offs.
Can momentum stocks increase investors’ exposure to interest-rate volatility? Short answer: Yes