The Asset Allocator: Dalbar's Investor Panic-Relief Tool (Podcast)
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For a quarter of a century, Dalbar has highlighted the problem of poor investor performance, fueled by return-chasing and panic selling; now it is offering a practical solution it calls I-PRT (Investor Panic Relief Tool).
This podcast (7:15) explains that Dalbar’s solution is not to prepare investors ahead of time with education that doesn’t work, but rather to prepare the advisor ahead of time with a tool that could tilt the scales of the “fight or flight” reaction toward “fight.”
See also U.S. Weekly FundFlows Insight Report: Fund Investors Take Their Foot Off The Pedal While APs Remain Engaged During The Week on seekingalpha.com
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