Reduce Drawdown by Allocation Switch – A Portfolio Review Tool

Will your investment portfolio survive the next stock market crash? Static Strategic Asset Allocation offers insufficient downside protection during stock market crashes. Advisors now have an additional portfolio review tool – Allocation Switch – for making rational decisions on when to switch clients’ asset allocation resulting in lower drawdown. The tool applies the principle: ‘profits drive stocks; asset allocation drives risk and return.’ Investors will appreciate the proactiv...