Enhancing Client Effectiveness

Improve Investment Performance

Making sound strategic decisions on the structure of a portfolio has a profound influence on investment results. Although there are many other factors involved - e.g., a well-designed investment policy, the use of innovative investment strategies, thorough due diligence in the selection of investment managers - studies have shown that over 90% of a portfolio's relative variation in investment performance is attributable to asset allocation.

Wurts & Associates improves its clients' investment performance by:

• Thoroughly understanding a client's objectives and constraints
• Using sophisticated analytical tools to help determine an appropriate asset mix
• Maintaining a systematic and comprehensive manager research process
• Controlling performance “slippage” through rebalancing, securities lending, transition management and other strategies
• Explicitly considering costs as part of the overall investment strategy