The Performance Paradox

Overcoming Present-Day Misalignments
to Deliver on Investors’ Long-Term Goals

October 2015

Financial advisors are questioning their value proposition. They want their clients to reach long-term financial goals and objectives.

Yet many advisors feel pressure to chase short-term returns rather than deliver personalized performance over the long term. They’re trapped in the “Performance Paradox.”

We’ve partnered with the Money Management Institute to outline the obstacles to change, and identified 34 actionable tactics* to help organizations, advisors and investors achieve better results.


*State Street /Money Management Institute Performance Paradox interviews 2015.