Tools to help you discuss volatility

As events unfold, Perpetual will provide you with updated information to help you discuss any market volatility with your clients.

In addition we provide a range of educational guides to help you discuss market volatility with your clients:

Seven things to think about before withdrawing from your fund  this easy-to-understand guide for investors highlights the importance of considering objectives and timeframe, the effect on a whole portfolio, tax implications, the difficulty of timing markets and more. It emphasises that investors should talk to an adviser before making a decision about their investments.

Why diversification is important this guide for investors explains why spreading money across a range of investments is one of the most effective ways to reduce risk.

Getting active this guide for investors explains the difference between index management and active management. It details the risk of both fund management approaches, but highlights that an active manager may be able to avoid losses and enhance returns by taking positions in stocks that are different to the index.