PORTFOLIO SOLUTIONS HARNESSING RISK

For advisors ready to chart a steady course.

RISK AND RETURN: ONE DOESN'T EXIST WITHOUT THE OTHER

We all want client returns to be high. But we also know risk involves careful strategy and complex analysis.

You don't just provide simple advice. Clients see you as a partner in their future. You influence their success or failure for years to come. At some point, the more risk you take with a client’s portfolio, the greater their odds of failure.

MANAGE CLIENT ANXIETY BY REDUCING THE

EXPECTED RANGE OF OUTCOMES IN THEIR PORTFOLIO

Why take on more risk than necessary? DataDriven Advisor allocates assets based on data, finance and Nobel prize-winning theory. The DataDriven Process is a mathematical system that we use to lower volatility. It’s robust, yet simple, to enable you to allocate client accounts among three portfolios, categorized by risk.

Here is what we look at:

Size.

Larger countries start with larger allocations. We consider the country's GDP, Market Cap, Debt Outstanding and M2.

Valuation.

Overweight cheap countries and underweight expensive ones, utilizing Shiller P/E and Mcap/GDP. Historically, these metrics have high correlations to forward looking returns.

Correlation.

Overweight assets will low correlation and underweight assets with higher correlation.

Volatility.

Overweight assets with low correlations and underweight assets with high volatility.

Result.

DataDriven Advisor’s highly diversified portfolios, without home-bias, created to be easily replicated for the dynamic advisor.

ADVISOR SERVICES

DataDriven Advisor is a financial services company with a vision to help financial advisors across the United States deliver a better financial planning and investment experience to their clients.

Allocate assets with the

DataDriven series of portfolios: Conservative, Core, Aggressive

MODEL

PORTFOLIOS

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Use tools to provide context to real-life decisions clients are facing.

CALCULATORS

AND TOOLS

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Build your business rapidly with with data visualization.

RESEARCH AND PRESENTATIONS

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RISK MATTERS

MORE THAN

RETURNS

Play this game with your client:

You’re going to determine their returns for the next 12 months. Have them put all of their money on the table in front of you. Hand them a nickel and a quarter, then ask them to choose a coin under these assumptions.