Webinars With Industry Experts

Performance And Risk Metrics For Clients

 

 

While standard deviation is commonly-used as a measure of risk, it is not how clients think of risk. To understand the nature of risk, negative returns and the worst one-year return in a long period are often more enlightening. 

When clients have a clear understanding of the performance and risk attributes of their portfolios, they are more likely to stay committed to their game plan. At this session, Dr. Craig Israelsen, an expert in investment analytics, talks about holistic and intuitive metrics of performance and risk, including:


• Methods of calculating performance in investment portfolios
• Standard deviation versus other risk metrics
• How to use performance and risk measurements to retain clients

Craig L. Israelsen, Ph.D., an expert on optimizing performance of asset classes, has delivered scholarly research to practitioners monthly in Financial Planning magazine for over a decade, earning the trust of independent financial professionals. Craig is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and an expert in low-cost investing. He's taught thousands of students about family financial management for over two decades. His investment methodology, 7Twelve Portfolio, is relied on by hundreds of professionals across the country. He has partnered with A4A since 2009 and leads classes monthly on A4A. Israelsen's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.


This webinar is eligible for IMCA® CE and PACE credit toward CLU® and ChFC® designations.

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