We are had poker chips designed that will be attached with rubber cement to this 1 page flyer/postcard.
While our material is very high level, we would like this marketing piece to be fun and engaging/easy to understand for the audience we are selling to (plan sponsors/advisors/investment committee members/etc).
We want this piece to point out the flaws of Monte Carlo but highlight the benefits of Adviceware.
I have attached the following items:
- a picture of the dice that will be attached to the marketing piece
- our logo
- Dalbar Certification (our software has been certified by an independent third party according to the rules and regulations set out by the Department of Labor)
- Sample brochure (information/verbiage can be pulled from this brochure but it is TOO BUSY)
- Adviceware v Non- Advice graph which we would like included in brochure
Some other information we would like included:
- Monte Carlo is a backward-looking approach to investing; it simulates the past instead of focusing on the now and looking forward.
- Monte Carlo, overwhelmingly so, does not recommend professionally manged portfolios; it uses only asset classes available in a plan's core lineup, excluding many non-correlated asset classes being used by top money managers. This process leads to a flaw in design that is then multiplied by the Monte Carlo simulation, leading participants to make investment decisions that may not be appropriate for them, given their desired outcome.
- "Before embarking on hours of lectures on Monte Carlo methods, let me offer a warning: Monte Carlo is an extremely bad method; it should be used only when all alternative methods are worse: Source: Alan Sokal, professor of mathematics and physics at University College London and New York University