FinaMetrica Risk and Return Guides

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FinaMetrica's Risk and Return Guides provide a unique explanation of portfolio risk and return, particularly downside risk, in the context of a client's risk tolerance. Developed from up to 40 years of historical performance for a representative set of portfolios, the guides help advisors establish realistic investment expectations for their clients. The guides can be found under Resources at FinaMetrica's information portal or downloaded below.






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South Africa

Switzerland (English)

United Kingdom

United States