Building a Suite of Model Portfolios for Clients

Explore the pros and cons of four distinct methods of model portfolio construction: customized, optimized, straight line, and straight line thematic.

  • January 3, 2019
ESG and Sustainable Investing: Uncovering Motivations, Dispelling Myths

It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.

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Finding Tax Efficiency Now

Financial professionals become more attuned to the potential effects of taxes on their investment portfolios.

Investor Sentiment 10 Years After the Global Financial Crisis

Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.

  • November 16, 2018
Managing Investors’ Emotions with the Help of Minimum Volatility Strategies

Minimum volatility strategies have the potential to reduce the negative effects of market movements on portfolios.

The Role of ETF Strategists: What They Do and How They Can Help

A look at ETF strategists and the role they play in assisting financial professionals achieve their financial goals.

3 Tips for Trading Exchange-Traded Funds (ETFs)

Trading ETFs can involve considerations that differ from those when trading individual securities.

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Fiduciary Update: Using ESG Factors in ERISA Plans

The latest DOL bulletin reaffirms that plan sponsors need to evaluate ESG-themed funds using the same due diligence process applied to any other potential plan investment.

  • April 26, 2018
15 Timeless Investment Virtues

In uncertain markets, bullish and bearish soundbites abound in equal measure. David Lafferty offers his thoughts on making sense of the conflicting signals.

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Building a Sustainable Future: ESG in Retirement Plans

Learn why funds that consider ESG (environmental, social, governance) factors are gaining traction with retirement plan sponsors and participants.