Week in Review | 21 June 2020

How well have active managers performed compared to their passive counterparts through COVID-19? And what does this mean for the future of active? Find out in our white paper from new Head of Market of Intelligence, Jeffrey Corrado, Founder Sean Kruzel, and entrepreneur Evan Schnidman, Ph.D. 

Read the White Paper


Driven by FOMO, investors cope with conflicting signals from governments and markets and attempt to simplify the complex, but better outcomes are elusive. 

The market has mysteriously rebounded even as attention shifts to a potential second wave. But as brick-and-mortar reacts to the risk—Apple is re-closing stores, for example—a pause in momentum seems inevitable. Fed support, the centerpiece of the economic playbook, has steered the economy away from a worst-case scenario so far. The market has stood tall in backstopping risk assets as the Fed shoulder surfs behind.

Investment selection remains critical as certain leaders and market segments earn rewards over others. Advisors focus on a return to normalcy as they assess the impacts of social distancing by studying the behaviors and flows of people. The diversification narrative rises in urgency and will be redefined with different time horizons and greater data analysis through tools.

Advisors are looking deeply at the embedded risks within their strategic model portfolios. For example, exposure to China has recently rewarded investors due to the growth outlook, yet the political risk of US-China tensions tip the risk/reward ratio in this scenario.

Despite the unfolding global pandemic and unusual market volatility, our fund selections continue to perform well through this next stage of COVID recovery.

What We’re Reading

Check out what our team’s been reading this week: 

Our Top Posts

Check out our own top posts: 

Try Portformer™ Today

Connect with Us

Hop on a quick, scheduled 15 min Zoom call with us and explore some new ideas about how to engage your clients and families. 

Also, feel free to forward this email. For updates in real time, follow us on social media at Twitter @Portformer and LinkedIn at Portformer.

Portformer for Slack 

Do you use Slack, Microsoft Teams, or a similar tool in the workplace? The Portformer™ team loves using Slack, so we’ve adapted our API to serve Portformer™ Alternatives right in the app.  Email us to sign up for the beta release!

Join Slack Bot Beta
Quick call

Happy Father’s Day !

All the best,

John DiBenedetto and the Portformer™ Team

John DiBenedetto

Sales | Business Development | Customer Success

Add comment

Recent posts

  • Workflows & implementable insights — to elevate each step of the advisor/client experience

    Use our head-to-head Replacement Scores™ to quickly create client proposals, discover funds, improve model portfolios, and monitor investment plans