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Sustainable Investing
An Investor's Guide to Understanding Federated's Money Management
Overview of Federated's approach to managing money market funds, including process, philosophy and intensive credit analysis.
Sustainable Investing
United Nations Sustainable Development Goals
The SDGs are a universal set of goals, targets and indicators for global development.
Sustainable Investing
ESG Investing: A Social Uprising
This piece is approved to use with clients.
Whether a true believer in ESG investing or new to the concept, benefit from a deeper understanding on how ESG integration generates risk-adjusted returns.
Sustainable Investing
The ABCs of ESG
This piece is approved to use with clients.
ESG Investing includes the analysis of environmental, social and corporate governance risk factors into the investment process to gain a more expansive view of the risks faced by companies and the impact of these factors on potential returns.
Leveraging Technology & Data
The Future of the Decision Making Process for the Financial Services Industry
Financial institutions (FIs) and wealth management firms need to be focused on analytics for good reason: Data analytics provide the deep level of business intelligence that firms require to identify the largest growth opportunities as well as their biggest risks.
Behavioral Finance
From Plan to Portfolio
Advisors integrating planning into their practices face new challenges. Of critical importance is the advisor’s ability to translate client needs into financial solutions and to communicate how those solutions meet their goals. Needs-based planning builds confidence in the advisor and helps clients avoid costly emotional decisions which can sabotage long-term results.
Leveraging Technology & Data
Technology Integration Turbocharges Advisor Productivity: Making Time for Clients
More than ever, advisors are relying on technology are relying on technology to help meet growing demands. This report will show you how advisors are using well-integrated technology platforms to boost productivity.