AssetMark Launches New Investing Evolved Framework to Help Financial Advisors Address Investor Behavior and Deliver Diversified Portfolios

Mar 15, 2016, 09:00 ET from AssetMark, Inc.

CONCORD, Calif., March 15, 2016 /PRNewswire/ -- AssetMark, Inc., a leading provider of innovative investment and consulting solutions serving financial advisors, today launched its new "Investing Evolved" portfolio construction framework that helps advisors build portfolios that better meet investor needs.  

"Financial advisors need more powerful tools that make it easy to build portfolios that keep investors on track to help them meet their financial goals," said Charles Goldman, President and CEO of AssetMark. "Through our Investing Evolved solutions, advisors are better able to construct, compare and test portfolio strategies, as well as communicate those strategies to their clients in a more meaningful way than traditional portfolio construction approaches."

The Investing Evolved solution approach includes three primary components:

  1. Restructured and simplified portfolio strategies
  2. PortfolioEngine, a powerful technology allowing advisors to better visualize portfolios
  3. Enhancements to the firm's guided portfolio solutions

Restructured Portfolio Strategies
Investing Evolved is a portfolio construction framework made up of three primary investment strategies that, when combined, can create optimal portfolios.  All investors can benefit from a portfolio with each element of AssetMark's new framework, which include:

  • Core Markets allows for broad market exposure to participate in global or domestic economic growth.
  • Tactical Strategies are designed to enhance returns or limit losses, based on an investor's risk profile while taking into consideration the current market outlook.
  • Diversifying Strategies are used to efficiently diversify equity risk so that investors mitigate the risk of sharp equity market declines, particularly as they approach times when those losses have the most impact on investor goals.

Importantly, the Investing Evolved framework helps facilitate discussions between advisors and investors on how each portfolio will perform across a range of market conditions. These discussions are core to the advisor/investor relationship because they help keep the investor in the market during times of stress. 

"The traditional approach to portfolio construction is no longer adequate because it assumes that investors are always rational and that markets are always efficient," said Jerry Chafkin, Chief Investment Officer for AssetMark. "Advisors need to construct portfolios that incorporate elements of both behavioral finance and modern portfolio theory so that their recommendations better align with their clients' preferences and actual experience. Investors benefit when they understand how their tolerance for loss impacts their potential for growth. With that understanding, advisors can help investors set realistic personal benchmarks driven by the investor's true risk tolerance, then build portfolios that keep investors in the market and have a much better chance of meeting or beating the investor's personal benchmark. With Investing Evolved, advisors are much better prepared to have these conversations."

PortfolioEngine Creates Powerful Modeling
To help advisors implement the new framework and communicate its benefits to clients, AssetMark is launching PortfolioEngine, a powerful portfolio construction tool specifically designed for advisors to use both when constructing portfolios and to help clients visualize what their portfolio could do in different market environments. PortfolioEngine will be easily accessed by advisors on AssetMark's eWealthManager portal starting on March 28.

"We've created an investor-friendly and smart environment in which advisors can construct and test sample portfolios, compare scenarios to anticipated outcomes, see how investment strategies and asset classes complement each other, and share that information with clients," said Natalie Wolfsen, EVP and Chief Commercialization Officer for AssetMark. "Having the ability to display this data visually to clients will help advisors set expectations and communicate each portfolio element in a clear, understandable way that builds confidence."

Guided Portfolio Solutions (GPS)
For advisors who prefer to outsource their portfolio management, AssetMark's Guided Portfolio Solutions (GPS) have been updated, and include a range of pre-constructed, actively managed model portfolios that balance strategic insights and deep tactical expertise to respond to changing markets that help investors achieve their goals.

About AssetMark, Inc.
AssetMark, Inc. is a leading independent provider of innovative investment and consulting solutions serving financial advisors. The firm provides investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. AssetMark, Inc., including its Savos and Aris divisions, has approximately $28.5 billion in assets on its platform and a history of innovation spanning over 20 years. AssetMark is not affiliated with PortfolioEngine. For more information, visit and follow @AssetMark on Twitter.

Andrew Jarrell, Group Gordon
(212) 784 5721

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SOURCE AssetMark, Inc.