Brighthouse Financial, Inc. · NASDAQ:BHF
Brighthouse Financial — Investor Presentation (2017)
12 slides from Brighthouse Financial's investor presentation, 2017
Slide 1: Coaching Your Client: Volatility and the Media
Coaching Your Client Volatility and the Media
Slide 2: Part of the Investing Today value-add presentation prepared by The Emotional Investor and sponsored
Part of the Investing Today value-add presentation prepared by The Emotional Investor and sponsored by Brighthouse Financial. Investing involves risk, including the possible risk of principal. No investment strategy assures success or protects against loss. All performance referenced is historical a
Slide 3: What is Coaching?
What is Coaching? Teach Correct Perceptions • Perception drives behavior • Can be changed For Financial Professional Use Only. Not for Public Distribution. ©2017 The Emotional Investor 3
Slide 4: Perception: Volatility
Perception Volatility • Foe à Friend • Provides opportunity • Volatility is subjective For Financial Professional Use Only. Not for Public Distribution. ©2017 The Emotional Investor 4
Slide 5: Volatility is a Function of Time
Volatility is a Function of Time November 2009 July 2010 May 2009 July 2013 Source: S&P 500 index chart tool, retrieved October 7, 2014, from http://finance.yahoo.com/echarts?s=^GSPC+Interactive#symbol=^GSPC;range=. For Financial Professional Use Only. Not for Public Distribution. ©2017 The Emotiona
Slide 6: Volatility is Subjective
Volatility is Subjective • Bob and Julie each purchase ACME at $10/share • One year later they both sell it for $12/share Bob looked often Julie didn’t pay attention 14 14 13 13 12 12 11 11 10 10 9 9 8 8 Illustrations are for hypothetical purposes only and do not represent actual performance For Fin
Slide 7: Coaching Points on Volatility
Coaching Points on Volatility • Market volatility ≠ Your volatility • Direct function of how often you look • Observed mostly in short term For Financial Professional Use Only. Not for Public Distribution. ©2017 The Emotional Investor 7
Slide 8: Perception: Media
Perception Media • Primary role? • Eyeballs • Sense of urgency/sensationalize • Elicit emotions For Financial Professional Use Only. Not for Public Distribution. ©2017 The Emotional Investor 8
Slide 9: Just because you hear something a lot doesn't mean it's true
“Just because you hear something a lot doesn’t mean it’s true — it just means it is well publicized.” —The Emotional Investor 9 For Financial Professional Use Only. Not For Public Distribution. ©2017 The Emotional Investor 9
Slide 10: Coaching on the Media
Coaching on the Media • Why tune in? • Be informed • What does it inform you of? • How might that help/hurt you? For Financial Professional Use Only. Not For Public Distribution. ©2017 The Emotional Investor 10
Slide 11: Access the Speaking Your Client's Language Guide
Access the Speaking Your Client's Language Guide www.Brighthousefinancialpro.com For Financial Professional Use Only. Not For Public Distribution. ©2017 The Emotional Investor 11
Slide 12: Brighthouse Financial and its design are service marks of Brighthouse Financial, Inc. or its
Brighthouse Financial and its design are service marks of Brighthouse Financial, Inc. or its affiliates. 1707 BDVA331072 © 2017 BRIGHTHOUSE FINANCIAL, INC. L0717497376[1218] For Financial Professional Use Only. Not For Public Distribution. ©2017 The Emotional Investor 12