ฝัง
- เผยแพร่เมื่อ 11 ก.พ. 2025
- Learn more about Advisor Core: www.yourstake....
Simplify complex investment concepts for your clients with Advisor Core's New Returns and Risk/Return Tabs.
1. Returns Tab:
The new Returns Tab provides a comprehensive and visually engaging way to demonstrate the hypothetical performance of investments over various time horizons. With a simple click, you can toggle between a line chart showcasing the hypothetical returns over 1, 3, 5, and 10 years and a bar chart displaying the trailing returns for the same periods.
How this update helps you and your clients:
Clearly illustrate the potential growth of investments over different time frames
Help clients understand the historical performance of their portfolio
Facilitate better-informed decision-making and goal-setting discussion
Explore the new charts
2. Risk/Return Comparison Tab:
The Risk/Return Comparison Tab introduces a powerful tool for benchmarking a portfolio's performance against a chosen benchmark. The graph plots the portfolio's 3-year annualized returns on the y-axis against its 3-year volatility (standard deviation) on the x-axis, providing a clear visual representation of the risk-adjusted returns.
What this update empowers you to do:
Evaluate the effectiveness of a portfolio's risk/return profile compared to a benchmark
Identify opportunities for optimization and better alignment with client risk tolerance
Support data-driven discussions on portfolio performance and potential adjustments
