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Cost of inaction

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

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