VanEck is a global investment manager with offices around the world. To help you find content that is suitable for your investment needs, please select your country and investor type.
Trends with Benefits is a podcast by VanEck with a forward-looking perspective. Host Ed Lopez interviews a guest each week to discover new ways of thinking about the markets, investing, work and life.
Stay current on VanEck’s latest news, press releases and important company information.
Find current notifications such as shareholder announcements and results of the shareholder meetings.
Find all relevant documents regarding VanEck’s ETNs such as KIDs, Prospectuses and Final Terms.
Find general legal policies and procedures of VanEck such as the Remuneration Policy or Complaints Procedure.
Through forward-looking, intelligently designed active and ETF solutions, we offer value-added exposures to emerging industries, asset classes and markets as well as differentiated approaches to traditional strategies.
VanEck's investment teams offer active and passive strategies with compelling exposures supported by well-designed investment processes. The firm's capabilities range from core investment opportunities to more specialized exposures to enhance portfolio diversificaiton.
Search the latest job roles and career opportunities at VanEck. Apply today to join our growing European team.
Find the VanEck contact details for all European countries. If you have questions about our range of ETFs and mutual funds, please let us know.
It’s interesting that in many of the episodes we’ve done to date, we touch on different facets of investor behavior and financial literacy. We didn’t necessarily plan it that way, but current markets and volatility have set the perfect backdrop to review the subject from different perspectives.
Apple Podcasts |
Google Play |
Financial literacy is a broad topic and I believe understanding investor behavior, namely your own propensity for bias is an important aspect of it. If you are a financial advisor, it should be a prerequisite for managing money and setting client expectations.
In this episode of Trends with Benefits I speak with Dan Cupkovic, Director of Investments at ARGI Investment Services about how his firm is helping clients navigate markets and their own psychology.
Many financial advisors will use some form of a risk tolerance questionnaire and an investment policy statement which is the rulebook for how money will be managed for clients. As you may imagine, after a month like March 2020, where the S&P 500 lost 33.79%1of its value in a matter of 23 days, the fortitude of even experienced investors was challenged.
It’s a good time to revisit the volatility or risk that you are really able to handle. After a decade-long bull market with relatively low volatility, expectations for future stock returns have understandably been higher.
In traditional approaches to portfolio construction an advisor may mix stocks, bonds and cash in a particular proportion such that the portfolio’s expected return and volatility match an assessment of the investor’s tolerance. Often, it’s a singular portfolio expected to carry you through to your goals and diversified enough to manage the bumps along the way.
Dan takes a slightly different approach to portfolio construction that breaks up the portfolio into time-and risk-dimensioned buckets. He’s found it to be a helpful approach to protect investors from themselves (my words) and to facilitate a better dialogue with clients.
Working with investors or managing your own emotions during times like these are tough, but it’s helpful to know that we (in the historical context) have seen crises like this before. The trick is not to psych yourself out. Have a plan, check your emotions and stick with it.
Listen for Dan’s take on elbow bump greetings, ESG, smart beta and distance learning.
1Source: Factset. S&P 500 Total Return index from the peak on 20 February 2020 to the low 23 March 2020.
For informational and advertising purposes only.
This information originates from VanEck (Europe) GmbH which has been appointed as distributor of VanEck products in Europe by the Management Company VanEck Asset Management B.V., incorporated under Dutch law and registered with the Dutch Authority for the Financial Markets (AFM). VanEck (Europe) GmbH with registered address at Kreuznacher Str. 30, 60486 Frankfurt, Germany, is a financial services provider regulated by the Federal Financial Supervisory Authority in Germany (BaFin). The information is intended only to provide general and preliminary information to investors and shall not be construed as investment, legal or tax advice. VanEck (Europe) GmbH and its associated and affiliated companies (together “VanEck”) assume no liability with regards to any investment, divestment or retention decision taken by the investor on the basis of this information. The views and opinions expressed are those of the author(s) but not necessarily those of VanEck. Opinions are current as of the publication date and are subject to change with market conditions. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. All indices mentioned are measures of common market sectors and performance. It is not possible to invest directly in an index.
All performance information is historical and is no guarantee of future results. Investing is subject to risk, including the possible loss of principal. You must read the Prospectus and KIID before investing.
No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of VanEck.
© VanEck (Europe) GmbH