News & Articles

Equities vs Cash: an historical perspective

October 12th, 2020|0 Comments

This article is an update to previous articles of the same theme - an historical comparison of equity returns versus cash returns in the context of "risk". In the world of investment, risk is most [...]

  • The problem with averages

The problem with averages (or, Stochastic Modelling – some advisers are talking about it, but what actually is it?)

October 7th, 2020|0 Comments

Averages are useful, but often we can do better by using more information than just the average. This applies to financial advice as much as any other discipline. This article follows on from the previous [...]

  • Simple v Compound Average

Simple v Compound Averages – What you need to know! PART 2

September 28th, 2020|0 Comments

In the first article we looked at how taking a simple average return derived from historical data and using that for projections of the long-term future will yield a higher result than would be expected [...]

  • Simple v Compound Average

Simple v Compound Averages – What you need to know! PART 1

September 16th, 2020|0 Comments

If you are a financial adviser, you need to understand the difference between how average rates of return can be represented. One of the key differences is simple vs compound averages (also known as arithmetic [...]

Client Goals: Creating Certainty in Volatile Investment Markets

November 3rd, 2017|0 Comments

The aim of Investfit's webinar series is to provide financial advisers with educational content on technical aspects of modelling financial projections and optimising asset allocation construction for clients. This Webinar discusses the market volatility measure [...]

Investfit Modelling System Redefines Risk

October 27th, 2017|0 Comments

This is an article posted by FinPal A chance is what you take before you think about it. A calculated risk is what you take after you have evaluated all possible factors and have determined [...]