Improve Investment Outcomes

In a world of economic shifts, market volatility, and unforeseen disruptions, investors must remain disciplined to stick with a well-defined plan to reach their investment goals. Yet, day-to-day market movements often distract and erode investor confidence, leading them to make hasty decisions that hurt their financial results.

The Investors Centre you invest on your own or work with a money manager, you need to focus on the long term. But that’s difficult when you are bombarded by short-term news stories and the need to beat your friends who are also investing. Fortunately, analysts can help you keep your perspective and stay the course with an outside view that translates complex data into actionable insights to improve your investment outcomes.

A common theme of research on investment behavior and decision making is the role of mental models. These are the ideas that people hold in their heads about how the world works, what causes things to happen, and what they should do. Regardless of your investing strategy, your mental model determines how you react to market fluctuations and whether or not you will achieve your long-term investment goals.

Develop Smart Strategies: Building a Winning Investment Plan

One of the biggest factors that affects what you are able to earn and eventually spend toward your goal is costs, which include taxes and investment expenses such as expense ratios, commissions, and sales charges. These costs can significantly cut into your returns and should be minimized to achieve your goal faster. WifOR’s Spend-based Impact Assessment uses a specialized framework that evaluates the positive and negative effects of an investment in terms of jobs created, CO2 emissions, or other benefits.