Skip to content
- Research and evidence based (academic, dispassionate, independent)
- Markets work (i.e., markets are “highly efficient”)
- Tactical overweights and underweights based on valuations and risk
- Emotional and behavioural factors play a bigger role than most acknowledge
- Long-term perspective (preferably 20+ years)
- Diversification within and throughout many asset classes
- Account for taxes, both risk tolerance and risk capacity, and inflation
- Focus on clients’ values – the reasons that are important to you