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Sustainable Investing
Think Sustainable
This investor guide answers four key questions to help get started with sustainable investing.
Advisor Value & Fees
Do investors care about top advisor lists?
A new study found evidence that being named a top financial advisor can lead to increased assets under management. Head of Defined Contribution and Wealth Advisor Services Matt Sommer discusses the implications of these findings for financial professionals.
Advisor Value & Fees
The Value of Financial Advice in Turbulent Times
Curated content for RIAs.
Head of Defined Contribution and Wealth Advisor Services Matt Sommer discusses how financial professionals can be instrumental in boosting clients’ investing confidence and helping them stay focused on long-term goals – even in the most challenging market environments.
Sustainable Investing
Rising to Meet the Climate Challenge
This piece is approved to use with clients.
Our society is in a race against time to decarbonize. As such, we spend a great deal of time studying how public policy intersects with the actions of the corporate sector to drive the necessary evolution of the global economy.
Manager & Investment Selection
MONEYBALL INVESTING: THE REAL REASON SWINGING FOR THE FENCES IS BAD FOR YOUR PORTFOLIO
This piece is approved to use with clients.
One of the more iconic scenes in the movie, Moneyball, involves the baseball scouts discussing various players’ abilities. They note a player’s “classy” swing and then move on to his girlfriend’s looks for an assessment of his in-game proficiency. It’s both darkly humorous and a sly indictment of the flawed mechanics by which scouts judge players.