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Portfolio Construction Insights
Core Portfolio Construction
This piece is approved to use with clients.
What four principles do investors need to consider when it comes to core construction? Matthew Bartolini shares.
Portfolio Construction Insights
EPISODE #2: USING PROBABILITIES TO AVOID THE LOSERS IN YOUR PORTFOLIO
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Probability plays a key role in many aspects of everyday life, yet many people fail to understand the math that guides it.
Portfolio Construction Insights
EPISODE #1: AN INTRO TO NEW AGE ALPHA
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There is a risk inside your portfolio that you are unaware of that leads to loss and you don’t get paid for taking it.
Manager & Investment Selection
MONEYBALL INVESTING: THE REAL REASON SWINGING FOR THE FENCES IS BAD FOR YOUR PORTFOLIO
This piece is approved to use with clients.
One of the more iconic scenes in the movie, Moneyball, involves the baseball scouts discussing various players’ abilities. They note a player’s “classy” swing and then move on to his girlfriend’s looks for an assessment of his in-game proficiency. It’s both darkly humorous and a sly indictment of the flawed mechanics by which scouts judge players.
Client Experience
Advisor sponsored events in a post-pandemic world
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Before last year’s COVID-19 pandemic, we would hear about advisors getting together with some clients and prospects for arts or charity projects, or even hosting a wine tasting. But unfortunately...
Business Development
Winning more of your boardroom presentations
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You’ve done a lot of work to get a presentation in the boardroom, and you have one opportunity to make an impression and earn their trust. There are ways you can improve your chances of success before you even walk in the door.
Regulatory Education
CE Credit Courses for Financial Advisors
CE on demand include "What you thought you knew about quantitative investing and low volatility stocks may be wrong", "Managing assets in retirement" and "Planning for your clients' life transitions"
Client Relationships
Framing an ESG conversation with your clients
Developing a relationship with your clients and understanding their aspirations and objectives is key to successful planning strategies. Many clients are not aware that their values can increasingly play a role in how they invest. So how do you open up conversations with clients about their values and better understand their perspectives surrounding environmental, social and governance (ESG) investing?