The paper entitled, ‘Democratizing the Rate of Return: Real-time Portfolio Performance and Risk Reports for all Investors’ also suggests that the quarterly reports investors typically receive about their financial plans lack an accurate and complete picture of how, or even whether, they are achieving their goals.
According to the paper, when formulating a financial plan, an investor’s current position is assessed, goals are set, an action plan is put into place and a quarterly report is produced providing investment performance against historical values, benchmarks and peers.
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However, these reports fail to tell investors how their investments and their personal inflows and outflows are performing in the face of market fluctuations and economic volatility.
Gregory Pacholski, chief executive officer of Albridge Solutions, remarked: "Investors are demanding greater information about their investments from their investment professionals and when that need is fulfilled, we find it actually increases investor confidence."
"The prevailing fear that providing investors with too much information in a down market will cause them to reconsider their investment is simply unfounded," he further added.
The research paper opines that investment professionals can make more informed and customized decisions for each investor based on timely data by providing a personalized, comprehensive view of an investor’s entire portfolio.
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By GlobalDataThereby, as the trust between the investor and advisor increases, an investor may also allow management of a greater amount of household wealth.
