Did you know the average person in the U.S. spends nearly half a day interacting with media?* This mass consumption creates information overload for many, and it’s a trend we’ve heard a lot about from our advisor clients. Many of our clients noted that investors are coming into meetings having consumed a lot of data points on investments, and are confused about the statistical terms commonly used. To help alleviate this issue, we’ve created the 361 University of Alts Educational Series.
The 361 University of Alts series explores frequently used investment terms in brief three- to four-minute videos. Topics include such concepts as alpha and beta, as well as correlation and Sharpe ratio. The whiteboard format allows for visual and auditory learning alike, and all videos are client approved. Below are a few of our most popular videos.
We hope you find the 361 University of Alts series helpful as you have client conversations. Stay tuned for upcoming videos. If there is a topic you’d find useful for your client conversations, email it to firstname.lastname@example.org.