Dynamic Funds has enhanced its online platform with a five new stock market volatility calculators, portfolio manager presentations and practice management tips and tools.
The volatility calculators help advisors reassure their clients that the best strategy continues to be to stay invested. These calculators illustrate that historically, when stock market downturns have been severe, they have generally been followed by greater recoveries. Advisors also have the option of e-mailing their clients a special investor-friendly version of the calculators.
The five calculators include:
> portfolio growth, which compares a diversified portfolio to the historical returns of stocks, bonds and cash
> holding periods, which demonstrate how longer holding periods generally result in more consistent positive returns
> staying invested, which demonstrates the benefits of staying invested over the long term
> diversification and bear Markets, which shows that diversification is an effective way to deal with market risk; and
> diversification and bull markets, which reveals that diversification reduces market volatility during bull-bear cycles
Advisors also have the opportunity to hear what experts have to say through presentations and market commentary by all of Dynamic’s portfolio managers, DundeeWealth President and CEO David Goodman and chief economist Martin Murenbeeld.
Upcoming events include webinars with European and Far East value manager Chuck Wong (Oct. 30), and U.S. and global value manager David Fingold (Nov, 6).
Advisors can register for these events directly on the Web site. All presentations are recorded and available for replay.
A special practice management section gives advisors the tools to assist them in conversations with their clients about current market conditions. The section includes power point presentations and tip sheets created by fellow advisors and industry experts.
IE
Dynamic launches volatility calculators
New advisor tool includes commentary from funda managers and practice management tips
- By: IE Staff
- October 29, 2008 October 29, 2008
- 12:30