A Hartford news release said the materials, which include a brochure, “Managing Risk through Fixed Income Diversification,” can help clients and advisers spot any asset allocation holes in the client’s fixed-income portfolio.
The brochure summarizes four concerns that fixed-income investors face—credit risk, interest-rate risk, inflation risk, and income generation—and the mutual funds that address each concern.
Other elements of the campaign include a new white paper from Hartford Investment Management, “Fixed Income Diversification: All Bonds Are Not Created Equal,” as well as a Webcast about fixed-income diversification and fund brochures and fact sheets, client seminars, a fixed-income table of investment returns, wholesaler education and training, and portfolio manager podcasts.
“We believe our commitment and unique approach to fixed-income diversification creates an attractive way for advisers to approach the topic with their clients and help them meet their goals,” said Keith Sloane, senior vice president of The Hartford Mutual Funds. “The materials developed for this campaign can help advisers select appropriate solutions based on their clients’ risk tolerance and financial goals.”
The new tools were announced along with a Hartford survey that found many respondents didn’t seem to quite understand their fixed-income holdings. Furthermore, more than half of survey respondents reported that their advisers had never talked to them about holding different types of bonds in their portfolio, or they weren’t sure if they had discussed it (see “Investors Need Adviser Help to Navigate”).
The materials are available to financial advisers and brokers registered at www.hartfordmutualfunds.com.