report by BlackRock
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Client Relationships
Financial Records Organization Checklist
We’ve created this checklist as a guide to help you organize important financial documents to be better prepared to manage affairs after a catastrophe, serious illness, disability or death.
Client Relationships
Budgeting Checklist
This piece is approved to use with clients.
Use this worksheet as a preliminary tool to organize and understand your monthly expenses against your income. It is important to consider other aspects, including retirement savings.
Active/Passive Management
Adding alpha through active management and a consumer sector focus
This piece is approved to use with clients.
Growth in emerging market economies and equity markets continues to be driven by rising levels of income and consumer spending by an expanding middle class.
Active/Passive Management
Active equity managers may outperform in the coronavirus era
This piece is approved to use with clients.
Equity investors continue to debate the merits of active versus passive management. But rather than frame the discussion in absolute terms, at Nuveen we believe it’s more important to understand how and why different market environments tend to favor either an active or passive approach. The investment landscape in the era of coronavirus invites such an inquiry.
Client Relationships
Delivering Impactful Client Review Meetings
What Are Our Clients’ Expectations?