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RidgeWorth launches RPM tool


RidgeWorth Investments has launched a Rates, Performance & Markets (RPM) Tool designed to help financial advisors model the performance of a variety of asset classes based on historical interest rates and market conditions.

RPM is an interactive online tool that enables advisors and investors to portfolios assets across 13 equity and fixed income asset classes, examining their behaviour during historical periods such as rising or falling interest rates and bear and bull markets to get a sense of how portfolios with specific characteristics might have performed.
"We invite advisors to utilise RidgeWorth Investments' RPM Tool to test drive potential allocations. The insights it provides are designed to give advisors valuable information to initiate discussions with their clients about how interest rates and market conditions may impact a portfolio," says Ashi Parikh, chief executive and chief investment officer at RidgeWorth Investments.
Historically, the Federal Reserve has reacted to economic and market events by raising and lowering rates, impacting markets and asset class performance. RPM is designed to showcase how asset classes and portfolios have reacted. As rates and the economy change, advisors can continue the dialogue with their clients using the tool. RPM incorporates interactive sliders, which allows advisors to allocate to diversified or focused portfolios and examine performance over months or decades.
"History offers lessons that inform planning for the present and future," says Jim Stueve, president of RidgeWorth Investments. "Certainly, every rate environment is different. Our goal in creating the RPM Tool is to offer advisors a useful perspective about how portfolios performed in different historical conditions that encompass a wide variety of rate circumstances. The interactive nature of the tool helps illustrate how complex the interaction is between rates, markets and performance."

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