Recently Released!!!
Date Published: September 11, 2020
Summary PowerPoint Deck: 58 Slides
Reference PowerPoint Deck: 185 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial advisor investment management strategies, which have been rapidly evolving since 2008 when modern portfolio theory & strategic asset allocation came into question. While this research focuses on financial advisors' application of investment management strategies, many of the same concepts are applicable in the institutional and consumer direct markets. This research is part of Tiburon's broader coverage of financial advisor winning tactics.

This research addresses the key historical phases of financial advisor investment management strategies, including:

• Haphazard Phase
• Strategic Asset Allocation Phase
• Rapidly Evolving Strategies Phase

This research defines the key financial advisor investment management strategies, including:

• Modern Portfolio Theory & Strategic Asset Allocation
• Goals-Based Investing, Risk Budgeting, Risk Parity, Risk Control, & Asset-Liability Matching
• Behavioral Finance
• Retirement Income Strategies
• Downside Protection Strategies
• Tactical Asset Allocation
• Thematic Investing
• The Endowment Model

And this research makes future predictions for financial advisor investment management strategies, including:

• Ongoing Dominance of Modern Portfolio Theory & Strategic Asset Allocation
• Substantial Growth in Goals-Based Investing, Risk Budgeting, Risk Parity, Risk Control, & Asset-Liability Matching
• Substantial Growth in Behavioral Finance
• Substantial Growth in Retirement Income Strategies
• Substantial Growth in Downside Protection Strategies