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ChangePath: Show Historical Diversification to Offset Economic Volatility

by | Jan 15, 2016 | Insurance

ChangePath customizes one of the most powerful visuals in the investment industry using non-correlated assets and your client’s risk tolerances to develop portfolios. To quickly allocate an asset mix based on your client’s input, we utilize streamlined client risk-tolerance questionnaires and algorithms.

ChangePath customizes one of the most powerful tools in the investment industry using non-correlated assets and your client’s risk tolerances to develop personalized portfolios, doing so by streamlining client risk-tolerance questionnaires and algorithms to quickly allocate an asset mix based on the client’s input.

ChangePath embeds custom portfolio proposals into asset class charts, graphically depicting a client’s plan relative to independent asset classes now, and in subsequent years. Because the interest rate isn’t necessarily captured, ChangePath takes the indices of asset classes and allocations to help display and offset the impact of economic volatility (shown below in red).

A Case for Historical Diversification: a ChangePath Asset Class Chart (sample proposal)*

Rob Hagg ChangePath article

* Diversification does not protect against market risk. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.

Help clients overcome investment fluctuation and diminish volatility by showcasing their plan’s key indices by:

Depicting forward-looking momentum in non-correlated assets.

Help clients overcome investment fluctuation and reduce volatility by:

  • Showcasing their plan’s key indices.
  • Visually understanding non-correlated assets that deliver downside protection.
  • Diversifying across asset classes, capitalization and equity markets.
  • Displaying cyclical rotation of top-performing asset classes and subsequent periods of lackluster performance.

Let’s discuss how this effortless investment tool can help clients realize steadier returns, reduce their risk and capture gains to close your next sale. Are you ready to embrace the next generation of technology? Give the ChangePath sales team a call at 888.798.2360.