As the world goes through unprecedented changes, one thing is for sure—what was true yesterday isn't necessarily true today. In an effort to help advisors stay on top of today's facts and myths, we've conducted thousands of portfolio reviews and have uncovered seven common myths of portfolio construction.
Explore our seven common myths and realities of portfolio construction:
MYTH: There is One Optimal Portfolio for all investors.
REALITY: Time horizons matter too much to investors.
MYTH: All bonds and debts are created equal.
REALITY: In an asset class that runs the spectrum from largest, most liquid, and credit-sound investments in the world to niche, illiquid structured products, they're not all equal.
MYTH: Inflation is no longer relevant.
REALITY: Nothing is set in stone.
MYTH: Style and Market Capitalization are the only ways to gain an edge.
REALITY: Sector, active/passive and smart beta can't be overlooked.
MYTH: Consensus is comforting
REALITY: Sticking to your long-term plan usually beats following the crowd.
MYTH: A one-size-fits-all portfolio is good enough.
REALITY: You may be missing out on tax-efficient strategies.
MYTH: It's all about managing money.
REALITY: Customers want more than that these days.
To read our complete white paper Demystifying Common Portfolio Construction Practices to take a closer look at these myths and see real-world examples of how to address them, please fill out the form below.
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