In this blog, we explore the efficiency and convenience of pre-built portfolios, offering both customization and time savings for investment advisors. Instead of creating custom portfolios for each client, providing a selection of 3-5 pre-built portfolios can streamline the rebalancing process and deliver tangible benefits to advisors and clients alike.
Rick Gonsalves
High returns can be exciting, but they don’t always mean an investment moves in step with the broader stock market. Taking the time to evaluate correlations helps you understand how an asset behaves in different market conditions. This insight is key to setting realistic expectations and building trust with your clients by ensuring they’re fully informed about the risks and potential outcomes.
Rick Gonsalves
For many, investing in the stock market means making educated guesses about an inherently uncertain future. Despite this unpredictability, certain economic indicators have consistently helped identify potential market trends. By analyzing their timing, patterns, and critical levels, advisors can gain valuable insights into market behavior. In this blog, we discuss five indicators that have stood the test of time.
Rick Gonsalves
Rebalancing plays a crucial role in portfolio management, helping keep investments aligned with your clients' objectives and risk preferences. While many advisors rely on strategies like time-based or threshold rebalancing, there’s a powerful alternative to explore: combining time-based rebalancing with percentage-based upper and lower allocation limits. This method brings added structure, flexibility, and discipline to portfolio management, all while minimizing unnecessary trades.
Rick Gonsalves
Market downturns can be unsettling, but they also offer a chance to reinforce smart investing habits. Advisors are instrumental in guiding retail investors toward strategies that withstand volatility and reduce losses. Mistakes like panic-selling, fleeing to cash, or holding onto poor investments can derail long-term goals. The iQUANT Portfolio Optimizer helps advisors create diversified, low-correlated portfolios that reduce risk, stabilize returns, and encourage discipline.
Rick Gonsalves
As Bitcoin continues to gain traction, investment advisors are increasingly exploring its role in traditional investment portfolios. Known for its high volatility, Bitcoin’s moderate-to-low correlations with stocks, bonds, and gold make it an appealing tool for diversification. By understanding Bitcoin’s unique performance metrics—like its capture ratios and distinct correlation levels—advisors can strategically balance portfolios to include growth potential without overloading on risk.