Measuring Investment 'Performance' One Client at a Time

Stolz, Richard F.
October 2002
Journal of Financial Planning;Oct2002, Vol. 15 Issue 10, p68
Academic Journal
This article focuses on how to handle portfolio performance reporting with clients. Under normal circumstances, portfolio performance reporting isn't one of the more exciting, challenging or even rewarding facets of a planner's relationship with clients. If there's a silver lining for planners in today's unsettled climate, it's the opportunity to gain new and perhaps more well-formed insights into their clients' perceptions and priorities regarding their investments. Still, these planners don't confuse their role with that of psychotherapists, and are helping clients understand their portfolios' performance, in light of heightened anxiety, in a variety of ways. Curiously, even in today's volatile market environment, the discussion of investment performance typically becomes a fairly small part of the meeting. The "performance piece" of client discussions naturally focuses on exceptional performers both good and bad.


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