At Providend, in order to help our clients achieve enough returns in the most reliable way to enable their life goals and life events, we started using the Ibbotsen-Chen Model early this year to be more robust in deriving the planning returns used for constructing our clients’ wealth plan.
In this episode, Chris clarifies that these planning returns are actually not our portfolios’ target returns and that it is just a part of all the backend work we do (i.e. regular reviews of our clients’ circumstances, regular monitoring of the portfolios’ performances, a constant search for other suitable investment instruments) to give clients a better investment experience.
Meanwhile, stay tune for our next episode where we invited two of our colleagues to share their past working experiences in the financial advisory industry and how it compares to working here at Providend now!
You can find the original article of Why a Robust Estimate of Future Returns Is Important for Investment Planning here.
View the full list of podcast episodes published here.
Music courtesy of ItsWatR.
The host, Nataly Ong, is Deputy Head of Brand Experience at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
For more related resources, check out:
1. Why a Robust Estimate of Future Returns Is Important for Investment Planning
2. What a Holiday Trip Taught Me About Investing
3. Legacy Planning: Going Beyond Your Financial Assets
*Providend is very excited to share that we are now ready to extend our service offerings to the younger accumulators who are looking for holistic, independent, conflict-free wealth advice!
For this group of younger accumulators, we know that it is not easy to make retirement planning a priority when other financial goals – buying a first home, for example, or saving for a child’s education – appear more pressing. Learn how we can help here.
Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.