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RESEARCH PAPER

Redefining Risk

RESEARCH PAPER

Redefining Risk

Overview

As a goals-based investment manager, we believe investment problems and challenges are best addressed in the context of an investor’s goals—the purpose behind their investment programs. By aligning investment solutions with investor goals, investors have a better opportunity to measure the actual “real world” outcomes they seek.

This research paper examines the “how” and “why” of each investment stage in a manner that most investment managers do not.

 

CONTENTS

  1. Overview
  2. Primary Risk for Accumulation
  3. Primary Risk for Preservation
  4. Primary Risk for Distribution
  5. Conclusion

Overview

As a goals-based investment manager, we believe investment problems and challenges are best addressed in the context of an investor’s goals—the purpose behind their investment programs. By aligning investment solutions with investor goals, investors have a better opportunity to measure the actual “real world” outcomes they seek.

This research paper examines the “how” and “why” of each investment stage in a manner that most investment managers do not.

 

CONTENTS

  1. Overview
  2. Primary Risk for Accumulation
  3. Primary Risk for Preservation
  4. Primary Risk for Distribution
  5. Conclusion

Nothing contained herein should be construed as an offer to sell or the solicitation of an offer to buy any security. This report does not attempt to examine all the facts and circumstances that may be relevant to any company, industry or security mentioned herein. We are not soliciting any action based on this document. It is for the general information of clients of Horizon Investments, LLC (“Horizon”). This document does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual clients. Before acting on any analysis, advice or recommendation in this document, clients should consider whether the security in question is suitable for their particular circumstances and, if necessary, seek professional advice. Investors may realize losses on any investments. Index information is intended to be indicative of broad market conditions. The performance of an unmanaged index is not indicative of the performance of any particular investment. It is not possible to invest directly in an index.

Past performance is not a guide to future performance. Future returns are not guaranteed, and a loss of original capital may occur. This commentary is based on public information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied on as such. Opinions expressed herein are our opinions as of the date of this document. These opinions may not be reflected in all of our strategies. We do not intend to and will not endeavor to update the information discussed in this document. No part of this document may be (i) copied, photocopied, or duplicated in any form by any means or (ii) redistributed without Horizon’s prior written consent.

Other disclosure information is available at www.horizoninvestments.com.

Horizon Investments and the Horizon H are registered trademarks of Horizon Investments, LLC

©2021 Horizon Investments LLC

 
 
 
 
 
 
 

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