report by BlackRock
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Goals/Needs-Based Investing
The Investors of the Future Are Coming—and Maybe Sooner Than You Think
This piece is approved to use with clients.
Technology is enabling the investor experience to be personalized—and it's becoming available faster than you think it is. The next generation's financial goals may resemble those of their parents, but the path to getting there may be very different.
Business Development
Direct Indexing and Personalization at Scale—How Tech Provides the Way Forward
This piece is approved to use with clients.
Direct indexing and personalization used to be available only to ultra-high-net-worth investors, but technical advances and more widespread computing power are rapidly bringing those offerings to smaller investors.
Investing Ideas
Ten Lessons From Ten Years
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We believe that portfolio managers who follow a sound, repeatable investment process still can add value for clients.
Investing Ideas
It May Be Time to Consider Non-U.S. Equities
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Investors seeking non-U.S. equity diversification but continued exposure to technology may want to consider emerging markets.
Investing Ideas
Growth Versus Value: A Balanced View
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Despite the large divergence in stock performace year-to-date, we have a balanced view between growth and value stocks.
Investing Ideas
Stable Value Versus Money Market Funds
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Now could be the time to reassess your plan's capital preservation options and consider stable value.