If You're a Successful Financial
Advisor You Got LUCKY


In this video we discuss the business risk faced by financial advisors from tracking error risk and line item risk. Use the example of the SocGen Trend Index to illustrate the challenges of adding diversifiers to a portfolio and highlights the concept of Return Stacking as a possible solution. By stacking diversifiers on top of a traditional portfolio, advisors may be able to maintain client satisfaction, outperform competitors, and minimize tracking error and line item risk.

Key Topics

Risk, Diversification

Master Return Stacking

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