With today’s uncertain market conditions, advisors can struggle to help clients set realistic expectations for portfolio performance and avoid obsessing over day-to-day market movements. With that in mind, Russell Investments has developed an Asset Class Dashboard that helps advisors show investors how to combat behavioral biases that might drive them to make bad decisions.
Russell’s new Asset Class Dashboard tool is now available on Russell’s Helping Advisors site. The new tool presents a simple visual that advisors can show to clients when talking about asset class performance.
The Asset Class Dashboard contrasts current 12-month returns with historical and typical returns for a sample of asset classes, as represented by relevant indexes.