ATLANTA, May 20, 2014 /PRNewswire/ -- In uncertain markets, information from the past can be useful in preparing for the future. And financial advisors who educate themselves may be better prepared to help their clients in changing market situations. RidgeWorth Investments' new Rates, Performance & Markets (RPM) Tool is designed to help financial advisors model the performance of a variety of asset classes based on historical interest rates and market conditions.
RPM is an interactive online tool that enables advisors and investors to portfolios assets across 13 equity and fixed income asset classes, examining their behavior during historical periods such as rising or falling interest rates and bear and bull markets to get a sense of how portfolios with specific characteristics might have performed. RPM is available at www.ridgeworth.com/rpm.
"We invite advisors to utilize RidgeWorth Investments' RPM Tool to test drive potential allocations. The insights it provides are designed to give advisors valuable information to initiate discussions with their clients about how interest rates and market conditions may impact a portfolio," said Ashi Parikh, CEO & Chief Investment Officer at RidgeWorth Investments.
Historically, the Federal Reserve has reacted to economic and market events by raising and lowering rates, impacting markets and asset class performance. RPM is designed to showcase how asset classes and portfolios have reacted. As rates and the economy change, advisors can continue the dialogue with their clients using the tool. RPM incorporates interactive sliders, which allows advisors to allocate to diversified or focused portfolios and examine performance over months or decades.
"History offers lessons that inform planning for the present and future," noted Jim Stueve, President of RidgeWorth Investments. "Certainly, every rate environment is different. Our goal in creating the RPM Tool is to offer advisors a useful perspective about how portfolios performed in different historical conditions that encompass a wide variety of rate circumstances. The interactive nature of the tool helps illustrate how complex the interaction is between rates, markets and performance."
About RidgeWorth Investments
RidgeWorth Investments serves as a holding company that owns interests in six investment boutiques with $50.1 billion in assets under management as of March 31, 2014. RidgeWorth's investment boutiques, which include Seix Investment Advisors, Ceredex Value Advisors, Silvant Capital Management, StableRiver Capital Management, Certium Asset Management and Zevenbergen Capital, manage a wide variety of investment disciplines across the fixed income, equity and liquidity management asset classes. Our boutiques provide investment management services to a growing client base that includes endowments, foundations, corporations, healthcare organizations, municipalities, public funds, associations, insurance companies, labor unions and high net worth individuals. In addition, RidgeWorth serves as the investment advisor to the RidgeWorth Funds mutual fund family. RidgeWorth Investments is a trade name for RidgeWorth Capital Management, Inc., an investment adviser registered with the SEC headquartered in Atlanta. For more information about RidgeWorth, please visit www.ridgeworth.com.
Past performance is not indicative of future results. All investments involve risk. The information provided by the RPM tool is not intended to be, and should not be construed as investment, legal, estate planning, or tax advice. Investors are advised to consult with their investment professional about their specific financial needs and goals before making any investment decisions. Information provided by the tool is general and educational in nature, provided as general guidance on the subject covered, and is not intended to be authoritative. All information contained in the RPM tool is believed to be correct, but accuracy cannot be guaranteed.
©2014 RidgeWorth Investments. RidgeWorth Investments is the trade name for RidgeWorth Capital Management LLC, an investment adviser registered with the SEC and the adviser to the RidgeWorth Funds. RidgeWorth Funds are distributed by RidgeWorth Distributors LLC, which is not affiliated with the adviser. Collective Strength Individual Insight is a federally registered service mark of RidgeWorth Investments.
SOURCE RidgeWorth Investments