Monthly Ideas, News & Information
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In such volatile times, your clients look to you for insight, education, and reassurance. We’re committed to giving you every tool and insight possible to help you continue offering them the highest level of service and expertise.
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Plan the Rest of 2020 with Symmetry’s Strategy Canvas
Now that we are halfway through 2020—a year full of volatility and uncertainty—how will you position your firm for the rest of the year and beyond?
How will you set the right strategic direction for your business—leveraging what makes you unique and focusing on your true competitive advantages?
Symmetry’s Strategy Canvas is a powerful long-term planning tool that can help.
It does three critical things for your firm:
- Shows your firm’s strategic profile by clearly depicting factors that affect competition
- Shows competitor strategic profiles— which factors “they” invest in
- Displays your company’s strategic profile or value curve — showing how you invest in factors of competition and how you may want to evolve your focus
The Strategy Canvas can help you define your competitive advantage and decide where best to focus time and resources for the rest of the year and beyond.
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Strategy Canvas Resources
If you have questions about the Strategy Canvas or would like help facilitating a Strategy Canvas session, contact your
Symmetry Regional Team.
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New PrecisionCore Client Brochure and Website
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Helping clients achieve their most important goals shouldn’t depend on guesswork, gut instinct, emotions or unnecessary risk. You need a solid, globally diversified core portfolio solution designed to put the power of markets around the world to work for them. Symmetry’s PrecisionCore provides smart, global diversification via lower-cost Exchange Traded Funds (ETFs). Backed by some of the world’s most noted money managers, including Vanguard, State Street’s SPDRs, and iShares by BlackRock, PrecisionCore provides a complete portfolio solution with regular and tax-managed models available.
Our new client brochure details the science, research, and factors behind the Evidence-Based investment approach that guides all PrecisionCore models.
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Our
On Balance
Newsletter Can Help You Communicate with Your Clients
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A newsletter is a great way to communicate with clients and is yet another touchpoint that can enhance the client experience. Use our monthly
On Balance
newsletter to offer more value-added content and insights to your clients. Just add your logo and send it out!* The July issue features:
- When It’s Value vs. Growth, History Is on Value’s Side
- Large and In Charge? Giant Firms atop Market Is Nothing New
- The World's Worst Market Timer
- Tax Changes and Key Amounts for the 2020 Tax Year
- Before You Take an Early Retirement Buyout, Complete This 6-Step Checklist
- Travel Deals are Everywhere: Is it Worth the Risk?
- From Day Trips to Finding a New Quarantine Spot, What Safe Summer Travel Looks Like in 2020
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Get
On Balance
delivered directly to
your inbox every month!
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Symmetry’s Delta Podcast: Episode 39:
COVID-19 - History Often Rhymes
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This month we continue our ongoing analysis of the economic and investment impact of the COVID-19 pandemic. Casey Dylan, CIMA®, Symmetry’s Director of Investment Communications, presents a detailed look back at the Spanish Flu pandemic of 1918 and the lessons that may apply to our current situation. As always, we believe that keeping perspective and focusing on the long term are critical to making wiser investment decisions.
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We’ve also put together a new animated short on global diversification—
Invested in Your Goals – Diversify Globally.
We live in a global economy. Many of the products you use every day are made overseas. We believe it's important to own the world, so, you don't have to gamble, or guess, with your investments.
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Helpful Articles & Resources
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As we begin the long and slow recovery from the COVID-19 pandemic, this 2-minute video reflects the emotions of what we’ve all been feeling…and Symmetry’s belief that markets, economies, and our normal lives will come back. It is about innovation and resilience, and it is a powerful way to share much-needed optimism with your clients.
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The World's Worst Market Timer
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Bob is the world’s worst market timer. Over the past five decades, Bob has invested his hard-earned money when markets were at all-time highs—right before major downturns. But he kept his money invested, and despite his terrible timing he saw his portfolio almost quintuple in value (hypothetical example). This 1:42 minute video is a great tool for helping keep investors focused and invested when markets are volatile. It demonstrates how patience and staying invested (and working with a financial advisor) can make all the difference.
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Is Value Dead: Debate Rages Among Quant Greats from Fama to AQR
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We’ve heard it before, most likely more than once. Is value dead? One of the first factors to gain popularity in the factor boom of the 90s, value has let us down in recent years. Losses have been significant, and even champions like Eugene Fama and Kenneth French are starting to wonder. Read on to learn how some money managers, including Cliff Asness of AQR, are defending the value strategy with fresh data and research.
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What are Clients Looking for Post-COVID-19?
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A Boston-based marketing firm specializing in the advisory sector recently conducted a nationwide survey to find out what clients will be looking for in the post-COVID environment. Respondents were between the ages of 50 and 70 with an average $500k in net investable assets. Discover how they feel about attending public events, how they prefer to consume information and more.
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For your convenience, we’ve created a microsite that consolidates our Symmetry webinars and webinar replays in one convenient location. See the complete roster of webinars scheduled for the coming month or access replays to enjoy at your convenience.
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Putting the Second Quarter in Perspective - Webinar for Investors
Thursday, July 16 at 5:00 PM EDT/2:00 PM PDT
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As we face ongoing economic uncertainty and market volatility, perspective and clarity—vs. speculation and prognostication—are more important than ever.
Your clients are looking for guidance and perspective on what has occurred and how it may have impacted their portfolios.
With this in mind, Symmetry Partners has put together a webinar you can invite your clients to attend.
Symmetry’s Research Team will provide timely insights and analysis on what happened in markets and economies around the world in the second quarter and what this means for long-term investors.
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We’ve also put together a webinar invitation template you can customize and send to your clients.
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Second Quarter in Review
July 29, 2020 4:00 pm EDT/1:00 pm PDT
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On this webinar, Symmetry’s Research Team provides timely insights and analysis on what happened in markets and economies around the world during the second quarter and what this means for your clients.
We also look at the performance of factors, diversified portfolios and our investment solutions over the quarter.
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Managing Investor Behavior Across the Investment Lifecycle – 1 CE Credit
August 6, 2020 4:00 pm EDT/1:00 pm PDT
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If you are like most advisors, one of the biggest challenges you face is trying to manage client behavior, and making sure your clients stay invested.
We will explore the various emotional and cognitive biases that can lead investors to make hasty and emotional decisions, as well as the behavior challenges that can occur at various stages of the investor lifecycle. You will also learn best practices and practical steps you can take today to help your clients stay focused and disciplined.
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Freedom, Prosperity & Innovation: A Brief History of Capitalism – Webinar for Investors & 1 CE Credit
August 12, 2020 5:00 pm EDT/2:00 pm PDT
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We encourage you to invite your clients to this presentation to give them education and perspective on long-term investing.
While some take our economic system for granted, capitalism has made possible many of the things we value most — technological innovation, economic well-being, and even democracy. Join Symmetry’s William Chettle, Director of Experience & Engagement, to learn the 12,000-year history of how we got here in this entertaining 45-minute presentation including:
- How free markets developed
- The surprising and important role of coffee
- Historical challenges to capitalism from Tulipmania and other bubbles to The Communist Manifesto
- The power of entrepreneurship
- The #1 stocks of the last 1, 10 and 50 years (you will be amazed by the answers!)
- The connection between free markets and free society
…and why all of this matters to you!
By understanding the evolution of capitalism, you’ll gain more perspective on how markets and economies work — and why we invest with the long-term in mind.
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Invested in Your Goals – 1 CE Credit
August 25, 2020 4:00 pm EDT/1:00 pm PDT
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One of the big challenges we face as Financial Advisors is explaining to clients all that we do—from planning to investing—in a way that is simple, easy, and powerful.
Learn how to explain your value and the fundamentals of Evidence-Based investing to clients. We’ll give you a simple, powerful way to showcase everything you do, from planning to investments to behavioral counseling. You’ll also receive a PowerPoint copy of the presentation that you can white label for use with your clients.
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Your Core Strength: An Intro to Symmetry Partners
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Are your clients’ portfolios built around a strong, reliable core? Do they provide the long-term accumulation strategy clients need for retirement and provide market rates of return (or better) without guesswork or speculation?
Whatever your style of investing, the most prudent way to help clients achieve their goals is having a core portfolio solution you can count on.
In this 35-minute webinar, Symmetry's Massimo Lantieri, Regional Business Consultant, explains our process for building globally-diversified core solutions and how our Evidence-Based mutual fund and ETF portfolios combine the best of active and passive and are grounded in extensive academic research, including the insights of 12 Nobel laureates.
Original air date: June 25, 2020
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Questions?
We’re always happy to answer any additional questions you might have.
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Please note that not all products and services discussed will apply to all firms.
*Please check with your firm's Compliance Department for usage requirements.
For Advisor Use Only. Not for Public Distribution.
Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or exempted or excluded from registration requirements. Symmetry Partners is not affiliated with any firm mentioned in this material.
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