Cost of inaction Feb 18, 2016 by yankee 0 0 Comment Preview of what you will find in our cost of inaction guide Measuring the impact Measure the impact of 2 decisions Asset allocation and Selection decisions Asset allocation (rebalancing) The impact of rebalancing asset classes on the volatility of a portfolio vs. a non-<br /> rebalanced portfolio is well documented Selection What if we don’t monitor the portfolio components? What is the impact for the client? AND LOT MORE Investment process Investment Advisor’s Alpha = +3% Measuring the impact: Investment Review Results Summary Download your guide Download
