Atul Tiwari

4 steps to deeper client relationships

The role of investment outperformance as a differentiator between advisors is rapidly diminishing. Now more than ever, client relationships set the foundation for a successful and lasting practice. Industry-wide research confirms this shift. For example, a 2014 Spectrem Group-Vanguard study found that affluent investors gave more weight to communication, trustworthiness and transparency than to fees […]

By Atul Tiwari |May 9, 2017

4 min read

Behavioural coaching can boost client returns

Advisors can teach clients that what seems counterintuitive -- buying when the market is down, or selling when it is up to return the portfolio to the desired asset allocation -- is actually in their best interests.

By Atul Tiwari |August 5, 2015

4 min read

Don’t base portfolios on historical returns

Our U.S. research underscores the difficulty of forecasting returns, risks, correlations and cross-correlations for asset classes, sub-asset classes and investment strategies, especially in the short term.

By Atul Tiwari |December 22, 2014

1 min read

Indexing still has a lot of runway

Some investors are beginning to wonder: Is indexing getting too big?

By Atul Tiwari |November 26, 2014

2 min read

Going global in bonds

The advantages hinge on hedging.

By Atul Tiwari |October 31, 2014

3 min read

Get smart about smart beta

Evaluating alternative indexes with an active lens

By Atul Tiwari |October 17, 2014

3 min read

Pros and cons of currency hedging

There’s no such thing as a perfect hedge.

By Atul Tiwari |September 19, 2014

3 min read

A flexible approach to retirement spending

No formula should be applied without accounting for significant events

By Atul Tiwari |September 12, 2014

3 min read

2 risks of frontier markets

ETFs make it easier for advisors to investigate frontier markets for untapped market exposures. But our research suggests such markets may convey more risks than benefits.

By Atul Tiwari |August 21, 2014

1 min read