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Evidence Based Investing

5 Principles of Evidence Based Investing

Evidenced based investing is predicated on the following assumptions:

  • Financial markets are efficient. As free market prices fully incorporate available information, price change consequently reflects unexpected new information; therefore the current price is the best estimate of a fair price.
  • Risk and return are inseparable. Although there is no such thing as return without risk, not all risks are rewarded. Long-term historical risk and return data informs IFA’s investment selection process, and IFA’s Index Portfolios seek to capture the historical risk factors that have appropriately compensated investors for risks taken, including market, size, value, and profitability for equity and term and default for fixed income.
  • Diversification is essential. Diversification within and among asset classes lets investors effectively capture the returns offered by the financial markets, in accordance with their risk capacity.
  • Structure explains performance. The expected return of a diversified portfolio is determined by its exposure to the compensated risk factors, therefore the high costs and risks of active management are unnecessary and potentially harmful to an investor’s long-term outlook.
  • Advisor Advantage. There are distinct measurable benefits to enlisting the services of a passively-oriented advisor, including disciplined rebalancing, tax loss harvesting, asset location, and glide path.

No strategy assures success or protects against loss.  Past performance may not be indicative of future results.

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    Avon, OH 44011
  • p: 440.985.1141
    f: 440.985.5555
  • rbove@stratoswp.com

Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Stratos Wealth Partners, a registered investment advisor. Stratos wealth Partners and The 4:8 Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MD, MI, MN, MO, MS, NC, NJ, OH, OK, OR, PA, SD, TN, TX, VA, WI, WY.

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