For many investors, beating the market in any given period is the primary objective; they want their assets to perform better than the market as a whole or better than other assets in the same category. This approach focuses on relative return, measuring how assets performed in relation to a specific benchmark.
In contrast, we view portfolio performance from an absolute return perspective; that is, we focus on how assets perform over a given period, independent of any other measure. In short, an 8% return is an 8% return, regardless of whether the market is delivering 6% or 9%. We structure clients' portfolios with the goal of increasing risk-adjusted returns while fostering greater stability in returns over time. This approach can help smooth out the impact of market fluctuations, reducing the anxiety that day-to-day market shifts can create.
This absolute return approach requires an array of portfolio management techniques and resources that differ from traditional methods. By combining the vast market resources of Raymond James with our own specialized experience and professional knowledge, we offer our clients a proactive, outside-the-box approach to help them meet their investment goals.
If you would like to know more about how our absolute return approach can support your investment goals, please contact us.
There is no assurance any investment strategy will be successful. Involves risk and investors may incur a profit or a loss.
