To help you review the strategist portfolios you’ve utilized for your clients and determine if there is something new and a better fit, performance snapshots of the strategists on our Illuminations platform have been updated for Q2 2020.
Recently distributed performance snapshots of the strategists on the Illuminations platform did not include performance numbers for the Symmetry Precision Core model portfolios. Those numbers have since been updated and are now included in the Performance Snapshot.
While we know we should not make recommendations purely off of performance, a list such as this is a great starting point to look at alternative solutions to help our clients better meet their financial goals.
TC116029(0820)