Implemented Portfolios News

WHAT CLIENTS REALLY WANT FROM INVESTMENTS

Ask an adviser how they evaluate investment performance and, in many cases, you will hear about relative performance measured against a benchmark or a peer comparison reference, such as the manager did well and ranked in the first quartile.

However, ask a client how they evaluate investment performance and you are more likely to find that the assessment focuses on whether they are on track to maintain their desired lifestyle, especially for those that have retired and are relying on their savings. READ MORE

http://evotv.com.au/nomorepractice/8139/implemented-portfolio-blog-what-clients-really-want-from-investments