Difference between revisions of "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.
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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 www.riskprofiling.com.

Revision as of 00:32, 26 November 2011

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 www.riskprofiling.com.