At Providend, in order to help our clients achieve enough returns in the most reliable way to enable their life goals and life events, we started using the Ibbotson-Chen Model early this year to be more robust in deriving the planning returns used for constructing our clients’ wealth plan. 

In this episode, Chris clarifies that these planning returns are actually not our portfolios’ target returns and that it is just a part of all the backend work we do (i.e. regular reviews of our clients’ circumstances, regular monitoring of the portfolios’ performances, a constant search for other suitable investment instruments) to give clients a better investment experience.

Meanwhile, stay tune for our next episode where we invited two of our colleagues to share their past working experiences in the financial advisory industry and how it compares to working here at Providend now!

You can find the original article of Why a Robust Estimate of Future Returns Is Important for Investment Planning here.

The host, Nataly Ong, is Deputy Head of Brand Experience at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-2/

Music courtesy of ItsWatR.