With defensive investing at the forefront of many advisors’ minds, this paper provides an overview of how Syntax Direct can be used to create a Defensive Equity Index to help bring better balance to a client’s domestic equity allocation.
What if you could delegate investment management to an outside partner and spend more of your time focusing on client-advisor relationship building? Outsourcing can be a productive solution that frees up valuable time. But how do you design the solution that works for you?