Week in Review | 6 March 2020

Good day to everyone !

We are reaching out to you after a tumultuous week in the markets that we haven’t seen in some time. It is a time when clients worry, advisors work— and despite significant efforts, many of your clients never get comfortable with volatility.

Our focus is to provide support for you advising your own clients, and whether it is to identify opportunities or manage downside risk, we can help you weather periods of market volatility. For some this may being worried about reviewing your investment process and others, this may be flash-forwards about your exit and want to go out on top. If volatility is wearing you down, let us help.

We’re getting many requests based on last week’s exciting announcement of the #Coronavirus Twitter Analysis so let’s start our Week in Review:

We have lots of Coronavirus data. Let us know if you’d like us to generate any reports.

Here are the posts most read on Portformer.com

Question of the Week:

How have you experienced the impact of the coronavirus within your business ?

Please share with us via our chatbox at Portformer or reply to this email and the information will remain confidential.

What we’re Reading:

Here is a snapshot of the best articles compiled and read by our team:

If you have any difficulty accessing these articles and papers, please reach us through our website or directly at john.dibenedetto@portformer.com.  

As always, we welcome sharing this with a colleague who would benefit from joining our community or you can find us on social media at Twitter @Portformer and LinkedIn at Portformer

Best,

Sean Kruzel and the Portformer™ Team

John DiBenedetto

Sales | Business Development | Customer Success

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