Innovative metrics are a must for effective stock selection
TIGER 21 has released its latest asset allocation report, providing a snapshot of how an important segment of North America’s affluent investors position their portfolios for wealth preservation. The report represents investment exposure as of the end of the second quarter of 2013.
After four years of stalled growth, money managers’ assets under management (AUM) worldwide rose to a high of US$62.4 trillion in 2012— topping the 2007 record of $57.2 trillion.
As fresh market warbles hit worldwide stock indexes, many investors slammed down the brakes—or at least flinched—as their portfolios took a tumble. Most exposed to a sudden decline were those nearing retirement, with little time left to recover losses.
As clients live longer, so must their savings.
Even under the best of conditions, they magnify errors.
Even under the best of conditions, they magnify errors.
The International Monetary Fund has raised concerns over fast credit growth and soaring asset prices in Asia as a result of growing fund flows. The Fund has a positive outlook for the region as a leader of the global growth, but it’s tempered with a cautionary note to policymakers about the region’s potential for overheating, […]
Use goal-based asset allocation to improve the client experience.
Canadian investors are notoriously home biased, and the current environment makes this more of a problem than usual.