Gerard O'Reilly: Five ways to help investors understand performance

A long-term and disciplined investment approach means being able to live with returns both when they are disappointing and when they are strong - and not making rash decisions in either of those scenarios. If you can do that, you can put your clients in a better position to have a good investment experience. A key ingredient that enables long-term behaviour is trust. And trust is something that must be earned over time by consistently meeting or exceeding your clients' expectations. Performance analysis can be a useful way to confirm that what a manager or financial adviser is doing is s...