How balanced is your balanced portfolio?
When portfolios have the same label, you’d expect a fair amount of similarity. However if you dig a little deeper, you may be surprised at just how different they can be.
Our latest infographic shines a light on these variations and considers the impact of asset allocation, geographical variations and sector exposure.
Is your client's balanced portfolio as balanced as you think?
Take a look at our latest infographic to find out more.
Want to hear more on this topic? Watch our on-demand webinar with Ben Kumar, Senior Investment Strategist and Matthew Yeates, Head of Alternatives and Quantitative Strategy as they team up to look at why we don’t look the same as others.