In 2017, FactSet and Scorpio Partnership surveyed more than 1,100 HNW and UHNW individuals globally to determine whether the existing frameworks for understanding and measuring risk in the advisory relationship are sufficient.
Our research shows that market volatility, a lack of process capacity of wealth managers, and a lack of understanding of risk processes and investment knowledge by investors pose serious challenges to wealth managers and HNWIs alike. From risk management to resilience building, in the infographic below, we outline some of the strategies wealth mangers can take to capitalize on these changes.
Many value investors have given up on their strategy over the last 15 years amid concerns that value investing no longer worked. However, some made small adjustments to their strategy but remained value investors to the core. Now all of the value investors who held fast to their investment philosophy are being rewarded as value Read More
Article by FactSet