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Investors choose advisors because they either like them or trust them or both.
But no amount of likeability will keep clients if their portfolios don’t perform.  All too often, advisors offer portfolio suggestions based on past performance and little else. As a result, many advisors see clients coming and going, always looking for a solid, successful program on which to build their portfolios.
Active Fund Strategies president Jeff McTague created a successful 11-point system in 1998 that does just that. AFS will provide all the materials necessary to shape and explain your investment philosophy, with proofs about why you do what you do . . . and most importantly, why it works.
He also developed a detailed process, with proofs, of how the portfolio management should be conducted every step of the way. Together, this investment philosophy and process help build client relationships and convert more prospects to long-term clients.
Using AFS’s meticulous, fact-based approach, top financial advisors are building superior portfolios for their clients right now. Shouldn’t you be doing the same for yours?

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What We Are Working On This Month
  • Do Newly-Created Funds Outperform Their Stale and Bloated Competitors? -Over the years, many financial publications publish articles and research reports claiming that newly-created funds, free of previously poor purchases and not bloated with too much AUM, outperform their older and bloated in-category competitors.  My research has always found there is zero correlation between superior performance and funds that were new to market.
    The results delivered by the newcomers of 2016 were no different.  There were 289 actively managed equity funds that posted their first-ever annual returns in 2016.  While 22% delivered top quartile performance in their category, 30% produced bottom quartile returns.  Furthermore, 44% finished 2016 in the top half, and 56% finished in the bottom half.  A coin toss produces similar results.  These performance results refute the view that newly created funds, able to concentrate on a manager’s top few picks and without a bloated asset base, have a performance advantage.