Join the top investment officers from Burney Advisor Services and their partners from Rayliant and Clough Capital for an exclusive webcast where we’ll explore the evolution of investment management through the unique perspectives of three generations of renowned investors.
The biggest failure in investment management—the gap between the returns realized by the investor and the returns earned by the strategy or fund the investor owns—typically remains in the shadows with the glare of the spotlights focused on alpha. Smart beta is no exception. We propose two ways to reframe the client performance review that we believe will result in better long-term outcomes.