TIGER 21’s Founder, Michael Sonnenfeldt, was interviewed by Family Wealth Report for its newest research; “Client Reporting: Or is it Client Communications,” in which he discussed the increasing importance of performance reporting for investors. Key takeaways include:
“Liquidity, and understanding the leverage in a portfolio, and diversification (specifically trying to understand the correlation to market moves where possible) are all important aspects of a portfolio to an investor,” says Sonnenfeldt. “My point is that in the portfolio defense TIGER 21 Members engage in, they are thinking laterally across the portfolio and inter-generationally. I think wealth managers have to really think about ways to display that, because in each of these dimensions there’s a huge spectrum of factors to be examined.”
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