report by BlackRock
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Leveraging Technology & Data
Accelerating the WealthTech Transformation
An Envestnet report illuminating opportunities ahead. 5 key themes for 2021 and beyond.
Retirement
A New Way to Calculate Retirement Health Care Costs
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Active/Passive Management
Federated Hermes tilts toward value
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Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Sustainable Investing
Remember the environmental
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Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.
Active/Passive Management
Turbulent times call for a little ballast
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And investors may find some by including a balanced approach in their portfolios.
Leveraging Technology & Data
Disruption Accelerated
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Firms that provide the infrastructure for the online economy have demand for their services boom during the pandemic.
Active/Passive Management
Finishing the task with all our players
In the search for alpha, yield-curve positioning, currency and security selection take center stage.