APPLIED PLANNING: How Planners Screen Investments

Nelson, Christina
September 2009
Journal of Financial Planning;Sep2009, Vol. 22 Issue 9, Special section p8
Academic Journal
The article focuses on the Trends in Investments study in 2009 by the Financial Planning Association Research Center in the U.S. It notes that there are various elements to consider prior to the decision of financial planner as to which investment allocation best met the client's long-term financial goals. It explores the results of the study wherein it was found out that planners are augmenting their dependence on tried-and-true investment metrics. It adds that financial planners are considering the effects of the market decline through augmenting their utilization of volatility metrics. It mentions that the survey results signify that planners hold great importance on the long-term investment performance screen over short term performance.


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