Managing clients and their emotions is no easy task. Investors are looking for nearly double-digit returns, but say if forced to choose they would take safety over performance.
Balancing risk and return is a key focus for client conversations. Our latest Global Survey of Individual Investors found that understanding risk is a major area of concern for many individuals. Starting a conversation around risk management and financial planning could help to change how investors see the reality of market movements.
For the full survey findings as well as guidance on key areas where investors need help, download the complete report.
2017 Global Survey of Individual Investors Trust Report