Providend's Money Wisdom

S2E27: The Brain Behind - Why Providend Uses the Ibbotson-Chen Model in Our Planning Process

25 Sep 2023

Audio

Description

At Providend, in order to help our clients achieve enough returns in the most reliable way to enable their life goals and life events, we started using the Ibbotson-Chen Model early this year to be more robust in deriving the planning returns used for constructing our clients’ wealth plan. In this episode, Chris clarifies that these planning returns are actually not our portfolios’ target returns and that it is just a part of all the backend work we do (i.e. regular reviews of our clients’ circumstances, regular monitoring of the portfolios’ performances, a constant search for other suitable investment instruments) to give clients a better investment experience.Meanwhile, stay tune for our next episode where we invited two of our colleagues to share their past working experiences in the financial advisory industry and how it compares to working here at Providend now!You can find the original article of Why a Robust Estimate of Future Returns Is Important for Investment Planning here.The host, Nataly Ong, is Deputy Head of Brand Experience at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-2/Music courtesy of ItsWatR.

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13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

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Providend's Money Wisdom

S2E27: The Brain Behind - Why Providend Uses the Ibbotson-Chen Model in Our Planning Process

This episode hasn't been transcribed yet

Other recent transcribed episodes

13:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

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