Rachel Carroll is Consultant for Americas Institutional
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Are your clients curious about the scheduled conclusion of the U.S. Federal Reserve’s second round of quantitative easing (QE2)? From Russell’s perspective, QE2 has been a success and according to our latest Investment Manager Outlook (IMO) survey, 75 percent of managers say that they aren’t worried about the market impact of the end of QE2.
Most everyone is familiar with the “80-20″ rule, first espoused by Italian economist Vilfredo Pareto. Simply stated he suggested that 80% of the effects come from 20% of the causes. The application to your business is that 80% of your revenues are coming from the top 20% of your clients. Nothing new here. But what
Last month, we noted that to outperform a static, annually rebalanced portfolio invested 60% in equities (Russell 3000® Index) and 40% in bonds (Barclays Capital U.S. Aggregate Bond Index) an investor would need to make at least 55% of his or her allocation decisions correctly. We offered to readers to try their hand at predicting
Where we are today With the 2012 presidential election season heating up, political rhetoric regarding the US economy, fiscal discipline and the debt ceiling is in full swing. As declared candidates jostle for supremacy, they hobble realistic debate with sound bites and misleading tidbits. We clarify some of the misconceptions for our readers. Unanimity du
What experiences are you delivering to your clients? Specifically, how are you providing not only advice and service but a WOW experience that your clients can and will relay to their friends and colleagues? When clients share a WOW experience, it becomes an advertisement for your practice. How do you create such an experience? Let
That was one of the questions posed to advisors in Russell’s 2011 2nd quarter Financial Professional Outlook survey. What we learned was pretty revealing. Advisors and clients are indeed talking, but not necessarily about the same things. It turns out that advisors say clients want to talk about big picture topics like government policy (58%),
With the second edition of quantitative easing coming to a close at the end of June, there’s a lot of score-keeping about whether or not “QE2″ was a success – and what will happen next. Mike Dueker, Russell’s Chief Economist, recently shared his assessment of QE2, the Fed’s game plan, and how the difficult situation
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