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Tax Management
[UPDATE] Help Clients Keep More: Managing the impact of taxes in a personalized way
Explore Envestnet and BlackRock’s perspectives on trends taking shape in the world of tax management and discover new technology solutions to better scale your practice for future growth.
Sustainable Investing
Think Sustainable
This investor guide answers four key questions to help get started with sustainable investing.
Portfolio Construction Insights
Model Specialists Coverage Map
Get in touch with a model specialist to learn how incorporating models, as well as technology, into your practice can help make things more transparent and uncover key areas your clients want to discuss, like risk.
Macroeconomic & Geopolitical
Anatomy of a Recession: Economic and Market Outlook 3Q 2023 | August 1st
This piece is approved to use with clients.
ClearBridge Investments, one of Franklin Templeton’s specialist investment managers, utilizes 12 different economic indicators to assess the risk of recession.
Sustainable Investing
Introducing sustainability in portfolios
Explore BlackRock’s framework for introducing sustainability in portfolios.
Alternative Investments
What is a Put Option?
This piece is approved to use with clients.
Simple, Straight Talk on Put Options.
Active/Passive Management
Four big trends driving ETF growth
Martin Small discusses the forces that could grow the ETF market to $12 trillion over the next 5 years.