In our white paper, Complacency Is Not an Investment Strategy, we offer advisors an opportunity to evaluate their own models against an informal peer benchmark and to consider whether their clients are well-positioned for today’s markets.
Here’s what we learned about advisor models today:
- Advisors want fixed income to provide ballast, but we saw high allocations to below-investment-grade and shorter-duration bonds that could undermine that goal.
- Portfolios show a strong bias toward U.S. equities relative to their representation in global market capitalization, despite the positive outlook for non-U.S. markets.
- Style drift within value funds could be causing unintended overweight exposures to growth stocks.
- Advisors have looked to real estate as an alternative, but its high correlation to equities limit its diversification potential.
For advisors seeking to evaluate their own models, the Oppenheimer Portfolio Consulting Group offers multi-faceted, unbiased reviews that highlight asset allocation, risk analysis, and manager selection. Our team’s goal is to provide insights that can help advisors optimize diversification, investment style, and overall exposures in client portfolios.
Download the white paper to get more insights into advisor models.
OppenheimerFunds is not undertaking to provide impartial investment advice or to provide advice in a fiduciary capacity.
Mutual funds and exchange traded funds are subject to market risk and volatility. Shares may gain or lose value. Fixed income investing entails credit and interest rate risks. Alternative asset classes may be volatile and are subject to liquidity risk. Investments in securities of growth companies may be volatile. Value investing involves the risk that undervalued securities may not appreciate as anticipated.
These views represent the opinions of OppenheimerFunds, Inc. and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments.