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Human Capital
Managing NextGen Financial Professionals
In this paper we seek to acknowledge the truths and dispel the myths around the stereotypes attached to Millennials. By understanding the drivers of Millennials’ preferred work styles and expectations, we believe advisors will be better equipped to manage them.
Leveraging Technology & Data
How Artificial Intelligence (AI) Is Changing Advice and Wealth Management
With better data and analytics, emerging solutions may help deliver deeply personalized service that guides customers and advisors toward improved behaviors and outcomes.
Market Outlooks
An Improving Narrative?
This piece is approved to use with clients.
Jurrien Timmer April 2019 Commentary: I think the storyline is about to get better for markets
Portfolio Construction Insights
Quarterly Market Update
This piece is approved to use with clients.
Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.
Active/Passive Management
The Power of "AND" eBook
Active and passive investing: Uncover the power of "AND".
Business Development
Insights into Advisor Wellness: Stress and Satisfaction Are (still) Defining Factors
A look at the results of FlexShares research on advisor wellness. The paper reveals key stressors and the divergence of those stressors based on gender, age, marital status, firm types and services offered.
Investing Ideas
Combining Factors to Target Specific Investment Outcomes
This piece is approved to use with clients.
A white paper that explores using a factor-based approach to portfolio construction. By combining factor exposures, investors can create a "core" equity portfolio and by adjusting the factor allocations can tailor their portfolios to their own particular investing style/desired outcome.
Manager & Investment Selection
Building the Right Team for Your Client Portfolios
This presentation explains how to select and combine managers and investment vehicles.
Active/Passive Management
The ETF Toolkit: The Professional's Guide to Exchange Traded Funds
Over the past 20+ years, ETFs have grown tremendously in terms of AUM and number of products. They now span virtually every asset class. This guide from Invesco provides an thorough overview of exchange traded funds and insight into ETF liquidity and execution.
Investing Ideas
Are Markets Pointing Toward a Value Resurgence?
Read the Invesco Strategy Insights white paper that summarizes historical inflection points and offers key takeaways for the future.
Alternative Investments
The Role of Commodities
In this paper, Invesco discusses two key benefits of adding commodity exposure to portfolios.
Sustainable Investing
Responsible Investing and Active Ownership
Invesco considers the different approaches to ESG taken in the investment industry and the evidence o the impact of adopting ESG criteria on investment performance.