Change the conversation from “Which fund is the best compared to its peers?” to “Which solution can reduce the uncertainty of achieving my client’s goal?”
Clients invest money with a goal in mind. Whether it is to finance a specific future life event or to satisfy some emotional need. Instead of measuring investment success against some relative benchmark, outcomes-based investing is designed to increase the probability of achieving a specified outcome over a specific rolling investment term.
AMITY’S OUTCOMES BASED INVESTMENT SOLUTIONS AIMS TO
Deliver a predetermined range of outcomes
Consistently achieve the predetermined range of outcomes over a rolling investment horison
Actively reduce the behavioural risk and loss of capital over the investment term
Preserve capital with a minimum outcome
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ADVISOR EXPERIENCE MANAGER
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