The Benefits of Objective-Based Investing
When you use an objective-based approach to investing, you mirror the way your clients already handle their finances. It’s a framework that allows the portfolio construction process to keep a sharp focus on your clients’ needs and goals.
Objective-based investing starts by dividing assets into broad objectives like preservation, balance and appreciation.
And ends by selecting diversified investments that pursue specific needs and goals within each.
You’ll create portfolios that are not only aligned with your clients’ real-life long-term goals; they’ll also address your clients’ short-term needs. Your clients will feel:
This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.