Achieving client goals with greater certainty using the 40/30/30 approach to investing
Mike Lynds, Managing Director, Head of Retail Business
Robert Wilson, CFA, Senior Vice President, Head of Portfolio Construction Consultation Service (PCCS)
In an era where the traditional 60/40 portfolio isn’t as reliable as it once was, how can advisors help their clients achieve their financial goals? One approach is to rethink the notion that 60/40 creates balance and diversification in a portfolio. Robert Wilson, Senior Vice President and Head of the Portfolio Construction Consultation Service at Picton Mahoney Asset Management, spends his time talking to advisors about designing resilient portfolios, and lately, the conversations have focused on adopting a 40/30/30 framework. In this video, Robert shares his insights with Mike Lynds, Managing Director and Head of Retail Business at Picton Mahoney.
Robert highlights key considerations for advisors thinking about adding alternatives to their clients’ portfolios, and he explains how adopting a 40/30/30 framework can help.
Ultimately, every advisor’s goal is to construct a portfolio with the potential to perform well across a broad range of economic and market scenarios. For advisors seeking a fresh approach to portfolio construction, Robert offers some compelling food for thought.