At Segal Marco Advisors, we aim to help our clients make informed and actionable decisions about strategic asset allocation over time — decisions that are consistent with their long-term objectives and goals.
To that end, we establish forward-looking capital market assumptions (CMAs) that we use to model asset allocation options over a 10- and 20-year horizon. Our CMAs consider the macroeconomic drivers, like inflation and interest rates, that are currently so challenging for investors.
Well-crafted CMAs will give investors actionable intelligence on how to reevaluate risk.
Recently, we covered this important topic at our 2023 client summit.
Watch the recording from the summit here:
This is the first recorded insight in a series we’re calling SMART, which stands for Segal Marco Advisors Research & Trends.
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The information and opinions herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. This article and the data and analysis herein is intended for general education only and not as investment advice. It is not intended for use as a basis for investment decisions, nor should it be construed as advice designed to meet the needs of any particular investor. On all matters involving legal interpretations and regulatory issues, investors should consult legal counsel.
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