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The Evolution of Emerging Markets
Many of the old stereotypes of emerging markets no longer fit.Read More
It may be time for investors to take a fresh look at emerging markets. In this whitepaper we’ll look at four factors that will likely keep the outlook for emerging markets bright. Evolutions in:
- Sector dominance
The Science of Superior Service: Full Report
New advisor survey results spotlight disconnects.Read More
Insights from the new Wells Fargo survey of retirement plan advisors take best practices even further by spotlighting disconnects that exist between what sponsors value—and what advisors think they value—and the actions they take.
- Learn which actions and traits plan sponsors value most in their advisors
- Apply best practices of successful plan advisors that will make the biggest impact
- Take action, modifying your service model using our tools and downloadable templates
How Factors Influence Equity and Fixed-Income Returns
Looking at securities through the lens of factorsRead More
Statistically, factors have proven over time to be important determinants of securities’ returns and have been helpful to make sense of what happened in the market.
Read how factors can provide a different angle for looking at investment performance, analyzing risks, managing portfolios, and knowing what you own.
A Guide to Environmental, Social and Governance (ESG) Investing
From American Portfolios
ESG Investing is growing substantially as Millennial investors fuel demand for products. This guide outlines ESG history, portfolio opportunities and why ESG is positioned for massive growth.Read More
Interest in ESG Investing has skyrocketed in recent years, with one-fifth ($8.7 trillion) of all investments under professional management being invested in impact investing in 2016 alone.
Learn about the history of this growing investment strategy and how it's entering the mainstream, including common myths about performance and why investment professionals can’t afford to ignore ESG investing or the Millennial clients who are poised to propel its growth in the coming years.
Download this guide to learn:
- Details and opportunities for investment professionals within the Nine Points Impact Portfolios
- Why impact investing doesn’t mean a performance trade-off
- Why Millennials are driving massive growth in impact investing
ENVIRONMENTAL, SOCIAL AND Governance (ESG) criteria is a framework to evaluate a company’s impact on the environment, community, employees and for measuring corporate governance effectiveness. Impact investing, Socially Responsible Investing (SRI) and sustainable investing are ESG investing terms.
What's in Your Client's Charitable Toolkit?
From Vanguard Charitable
Explore this kit of charitable giving tools, their benefits, and tips to diversify your clients charitable portfolios to help accomplish their philanthropic goals.Read More
As clients gear up for charitable giving, having a diversified approach to their charitable portfolios can optimize tax benefits and create strategic philanthropy that addresses different goals, contribution and investment types, distribution and legacy options, and cost.
While some donors use just one giving tool, like cash donations, many leverage a mix of giving tools. Learn about the most common types of giving tools, the benefits they offer, and tips to leverage them as you help your clients accomplish their philanthropic goals.
This white paper explores these tools:
- Private foundations
- Donor-advised funds (DAFs)
- A combination of private foundations and DAFs
- Charitable trusts and annuities