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Personalization
An Inside Look at Direct Indexing
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Direct indexing is becoming a key addition to financial advisors’ toolkits. It provides the ability to tailor an index, like removing a stock or even industry, which can bring the fun back to investing and help with after-tax outcomes.So, what’s all the fuss about? What are the salient points you need to know? Who’s it right for? And what are the thorny issues to weigh?
Portfolio Construction Insights
EPISODE #2: USING PROBABILITIES TO AVOID THE LOSERS IN YOUR PORTFOLIO
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Probability plays a key role in many aspects of everyday life, yet many people fail to understand the math that guides it.
Portfolio Construction Insights
EPISODE #1: AN INTRO TO NEW AGE ALPHA
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There is a risk inside your portfolio that you are unaware of that leads to loss and you don’t get paid for taking it.
Sustainable Investing
Global Perspectives: Sustainable Investing in Clean Technologies
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In this episode of our “Global Perspectives” podcast series, Global Sustainable Equity Portfolio Managers Hamish Chamberlayne and Aaron Scully join Adam Hetts to discuss the latest trends in sustainability.
Client Experience
Advisor sponsored events in a post-pandemic world
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Before last year’s COVID-19 pandemic, we would hear about advisors getting together with some clients and prospects for arts or charity projects, or even hosting a wine tasting. But unfortunately...
Sustainable Investing
ESG in Equities: Not All Approaches are Created Equal
Dr. Ghadir Cooper, Global Head of Equities, shares insight into the deliberate approach that her team takes when incorporating ESG into their investment process, including how integration, dynamism and active engagement contribute to better outcomes.
Alternative Investments
Beyond the Index – European Real Estate: Where the Opportunities are Today
Barings Real Estate’s Valeria Falcone describes how COVID-19 has changed the competitive dynamics across European property markets, and highlights where the team is finding and creating value today.
Alternative Investments
Beyond the Index – Fact-finding and Fortune-telling in U.S. Real Estate
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Barings’ John Ockerbloom and Colin Gordon discuss the material consequences of COVID-19 for the real estate markets broadly as well as sector by sector—and predict how real estate portfolios may change in the years ahead.