Smart diversification and portfolio construction leads to lower risks. Differentiate yourself through innovative investment offerings, and attract more new clients.
The ETF market has grown 6% annually since 2010, and for good reason. Because according to Standard & Poor's, more than 90% of mutual funds are performing worse than the market (SPIVA study dated 30/06/23).
By offering something that few have, you can make a difference to your customers.
Download for free our 5 tips on how to build a portfolio.
Is your portfolio prepared for the new investment regime?
Due to geopolitical risks, higher interest rates, and increased volatility, the classic Buy & Hold strategy will deliver lower returns. And, according to BlackRock, "more changes and deeper analysis" have become necessary in managing your portfolio.
Can the quality and composition of your portfolio be optimized? Ask us to create an X-Ray.
Toward is a consultant on customized investment portfolios for insurance brokers and family offices
Toward guides you through macroeconomic analysis, strategic and tactical composition, appropriate products and risk management.
Toward was founded in 2023 by Stephan Desplancke, former managing director at BlackRock with 25 years of industry experience.
Some other credits from Stephan:
Expertise in macroeconomics, portfolio construction, ETFs and funds
