Time to think about a more cost-effective approach?Submitted by Logia Portfolio Management on November 10th, 2015
Most economists are projecting much more modest capital market returns for the next decade than what we enjoyed for the past 30 years. This reality needs to be incorporated into planning for individuals and institutions alike, to set appropriate expectations. It also raises the stakes on managing costs and taxes to reduce the drag on investment returns to achieve superior outcomes.
Logia’s goal is to deliver superior outcomes for our clients by delivering competitive investment performance at reduced cost, producing a better net return.
* Stock Returns from 1984-2014 represented by the S&P 500 Index
**Bond Returns from 1984-2014 represented by Barclays Aggregate Bond Index
Projected returns for stocks and bonds based on BNY Mellon Investment Strategy & Solutions Group capital market assumptions