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Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
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Way back when I was working at one large marketing firm serving advisors, I ran a statistical analysis to see which efforts correlated most with new sales revenue. And even if they don’t take action right then, they move on to the next stage of the sales funnel where you can continue to nurture that lead. Guess what?
Performance figures may vary from actual portfolio performance, as calculations are based on end-of-day security prices and do not incorporate the actual cost basis or sale price of individual securities. One quantitative tool we use to assess our ongoing factor risk is Bloomberg PORT. Numbers may not total due to rounding.
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