Expecting more means expecting a better Outcome

  • Better protection in bear markets
  • Higher long-term returns
  • Low management fees
  • Daily liquidity

Focusing on asset allocation leads to a better Outcome

Returns depend far more on the markets that you choose than on the individual securities you choose within those markets.

In 1998, 2001-02 and 2008, it didn’t matter which individual stocks you owned – if you were invested in stocks your portfolio likely suffered significantly.

Sources of Variation in Performance

Source: Brinson, Hood, and Beebower, Financial Analysts Journal, 1986

There may be entertainment value in championing individual stocks, and everybody likes a good story. However, we are not in the entertainment business. Our commitment is to better protect your money while delivering higher long-term returns.

To do this, we focus on what really  matters - asset allocation.

A dynamic approach leads to a better Outcome

The vast majority of the industry follows a static, buy-and-hold approach, whereby a client's asset mix does not change, regardless of what is actually happening in markets.

By being static, investors often suffer significant losses in prolonged bear markets.

TSX Index: Bear Market Performance

Source: Factset Research Systems Inc.

At Outcome Wealth Management, we believe that changes in financial markets are constant and inevitable, and that adjusting your portfolio accordingly is necessary in order to better protect and  grow your money.

A better process leads to a better Outcome

Most managers base their investment decisions on forecasting and intuition.

We call this betting.

We don't believe in betting with your money.

Instead, we believe that higher long-term results can be achieved by following a rules-based approach based on quantifiable evidence.

 

“The only function of economic forecasting is to make astrology look respectable.”

- John Kenneth Galbraith

Straightforward, liquid portfolios lead to a better Outcome

Investing has become unnecessarily complicated.

This complexity often results in confusion, lower returns, and higher costs.

We believe that your portfolio should be designed in the simplest and most effective manner.

We also believe that you have the right to always know exactly what you are invested in and be able to access your money quickly.

After all, it’s your money. Expect more.

 

“Everything should be made as simple as possible, but not simpler.”

- Albert Einstein

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