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Investors may have a sense that low volatility of returns in the portfolio is “a good thing”—but they may not understand why. This article quantifies the value of keeping volatility low, and demonstrates the best diversification method to get you there.
Customization seems like a viable way to deliver value, but how scalable is it within the human context of advisor-client relationships?
A conventional buy-and-hold strategy forces clients to endure short-term bouts of pain—sometimes more than they can stand. However, a recent Yale study found that adjusting equity exposure to volatility spikes can yield larger alphas and better portfolio performance. It may also prevent clients from bolting out of the market at the wrong time.
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