The All-Weather Solution for an Uncertain Environment
Help manage client unease with a balanced investment approach with a flexible asset mix.
- September 5, 2018 November 10, 2019
- 09:00
Help manage client unease with a balanced investment approach with a flexible asset mix.
The relentless flow of economic and market news makes it crucial for advisors to rise above the “noise” when managing their clients’ portfolios.
A strong research process is key to managing risk
Clients need to refocus on the real reasons for investing
Don’t be passive about discussing the benefits of active investing
Boost client portfolios with a balance of public and private exposure to real estate equity and debt
Actively managed portfolios of global REITs can be an effective proxy
Publicly traded and private real estate offer diversification and stability
New challenges call for out-of-the-box solutions
Investors today are looking for solutions that provide stability, income and performance in the face of challenging market environments.
Generate sustainable income by investing directly in renewable energy projects
Truly active funds can deliver added value over passive strategies
Advisors play different roles when helping clients meet their financial objectives
Advisors are key to putting anxious investors back on track