Nearly a quarter of your clients do invest for the thrill of it, according to FinaMetrica’s sample of more than 500,000 investors. What that means for advisers?

Geoff Davey, finametrica | 1 comment

Helping clients understand portfolio risk is one of the most difficult challenges faced by advisers. Following on from my previous blog in which I looked at how often a portfolio might be falling, recovering and rising, now we turn to showing investors how often and over what periods falls might occur, how deep they might be, and how long the portfolio might take to recover...

Geoff Davey, finametrica