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Explaining Risk and Return

Your client must have realistic risk and return expectations in order to fully appreciate the significance of any mismatches and in particular to understand the likely consequences of trade-off alternatives in terms of their investment experience.

FinaMetrica’s widely acclaimed Risk and Return Guide presents a comprehensive analysis of historical portfolio performance across the risk/return spectrum in a manner that is meaningful to clients in the context of the risk tolerance.

A proper understanding of the likely range of experiences with the recommended investment strategy is essential to obtaining the client’s properly informed consent.




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