Negative performance could actually raise returns in the long run, but wealth managers are up against the human tendency to want only consistent capital appreciation.
Tag: Meyado
Making profits or avoiding losses?
The psychology of risk aversion is the hardest thing for wealth managers to overcome.
Who’s in charge?
The real decision-maker is not always the wealth management client.
When clients go against advice
What can wealth managers do when clients insist on investing in something that is clearly not in their best interest?
OPINION: Talking clients through a market plunge
As volatility roars back, with major markets all negative year-to-date, client expectations also go through wild swings.
Traditional funds ‘should be more activist’
Shareholder activism is often seen as the preserve of hedge fund and private equity managers, but some allocators want long-only firms to be more proactive on this front.