How to Talk to Clients about Risk and Return

Talking to clients about how they view investment risk is a critical step in developing a financial plan with a target return.

Triple Threat: First Quarter Risks for Institutional Investors

Despite facing a triple threat, institutional investors weren’t surprised by geopolitical, interest rate, and volatility risks.

Mixed Signals: Understanding Active and Passive Strategies

To help clients meet their goals, financial professionals need to make the benefits of active and passive strategies clear.

Four Key Insights into Establishing the California Green Bond Market

Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.

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Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.

Three Areas Clients Need Professional Financial Help With

Taxes, risk, and estate planning may be three of the most overlooked areas where clients need professional financial help.

How Are Institutional Investors Preparing for Market Volatility?

An AlphaSimplex alternatives specialist shares his views on ways institutional investors might prepare for increased volatility in 2018.

Institutional Investor Return Expectations Could Be Overinflated

​A Loomis Sayles fixed income specialist shares his views on the return expectations of institutional investors.

Risk on the Horizon: Institutional Investor Outlook for 2018

After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?

Breaking the Myths on Millennial Investment Views

Why assumptions about the next generation of investors and their views on investments may be all wrong.

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The Risk Management Challenge: Investors in Search of Clarity

Financial professionals play a key role in helping investors manage risk and reach financial goals in all market conditions.

Why Trust May Be the Most Valuable of All Investor Assets

In today’s complex markets, the majority of investors surveyed trust themselves and their financial professional with investment decisions.

Winning Trust: Individual Investor Survey

Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.

Global Insight Into the Economics of Retirement Security

How demographics, low interest rates, and growing pension deficits are challenging retiree security across the globe.

2017 Trends: Global Retirement Index Results

An in-depth assessment of trends impacting investment strategy and retirement security in the developed world.

Environmental, Social and Governance Issues: Sentiment Across Surveys

Individuals want investments that reflect their personal values, but professional investors are skeptical about performance.

Preparing for the Inevitable: Individual Investor Survey

How investors are addressing the certainties of death, taxes and the inevitability of retirement funding.

Riding the Aftershock: Wholesale Portfolio Manager Survey

How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.

Institutions Are Doubling Down on Risk in Search of Returns

Learn about the solutions institutional investors are implementing as they deal with risk and a low yield environment.

Facing Volatility and Embracing Risk: Institutional Investor Survey

Institutional investors see geopolitical upheaval continuing through 2017 and are adjusting allocations as a result.

Defined Contribution Survey – Attitudes, Actions, Assessments

As investors save for retirement, why financial professionals, employers, and policy makers should stand ready to help.