Rethinking Risk Management and the Myth of “Missing the Best Days”
In this session, we’ll explore the research and ideas behind our recently published white paper, Rethinking Risk Management and the Myth of “Missing the Best Days.”
We’ll begin by discussing the genesis of the project—what led us to challenge one of the most often-cited arguments against tactical risk management, and how our professional experiences shaped the questions we wanted to answer.
Next, we’ll break down the methodology, including how we evaluated market returns with and without systematic drawdown protection, to produce meaningful, real-world comparisons.
Finally, we’ll walk through the key findings—including why the “best days” argument often misleads advisors, and how thoughtful risk management can improve long-term outcomes for both advisors and their clients. We’ll close by connecting these insights directly to the challenges and opportunities facing RIAs today.
Whether you’re a data-driven investor or an advisor looking to strengthen client relationships through smoother portfolio experiences, we think this discussion will offer timely, practical value.
Reserve a timeslot for a live presentation for the CMT Association’s Educational Web Series.