video by Northern Trust Asset Management
MarketScape: De-risking: Is Changing Your Asset Allocation Enough?
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Portfolio Construction Insights
Tax-Loss Harvesting Opportunities Increase as Market Losses Mount
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Today’s negative returns are an opportunity to harvest losses. How does tax-loss harvesting work?
Sustainable Investing
ESG Investing: What Is Greenwashing, and How to Detect It
A risk- and performance-based analysis can help investors separate the real ESG funds from the posers.
Human Capital
The Active Share Podcast Episode #30: Investing in People
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In this wide-ranging discussion, Aoifinn explains how the Russia-Ukraine conflict could change how we think about ESG, whether we’re in a new investing regime, and what she’s learned from podcasting.
Sustainable Investing
The Cost of Climate Change
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Is there a cost to climate change? Clearly so, and it’s impacting the profitability of companies in which we seek to invest.
Portfolio Construction Insights
Technology Enables Municipal Investing at the Speed of Alpha
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Today's complex, fragmented and fast-moving muni market is rapidly outpacing the capability and capacity of traditional portfolio-construction methods.
Sustainable Investing
MarketScape: Is Regulation a Tailwind for Greater ESG Adoption?
Growing investor interest in environmental, social and governance (ESG) investing has exposed gaps in the quality and comparability of ESG disclosures.
Sustainable Investing
Rising to Meet the Climate Challenge
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Our society is in a race against time to decarbonize. As such, we spend a great deal of time studying how public policy intersects with the actions of the corporate sector to drive the necessary evolution of the global economy.
Business Development & Planning
Financial Knowledge, Investment Advice and Trading Discretion: New Research
Curated content for RIAs.
Head of Defined Contribution and Wealth Advisor Services Matt Sommer helped conduct a survey that explored the relationship between financial knowledge and the decision to seek investment advice and grant trading discretion. The results have significant implications for how financial professionals engage with clients.
Alternative Investments
NEW! Portfolios under pressure: Help clients earn more with alternatives
With interest in alternatives surging, we highlight Envestnet and BlackRock’s shared perspectives on how you can best navigate the challenges presented by a low-yield environment and lower expected investment returns moving forward.
Human Capital
Financial Professionals Need to Rethink Stress
Curated content for RIAs.
April is designated as National Stress Awareness Month but managing stress and the impact it can have on our mental and physical health is a year-round effort. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, offers guidance on how to take control by adjusting how we respond to the negative stressors in our lives.
Sustainable Investing
Decarbonzing Portfolios with SPDR MSCI Climate Paris Aligned ETFs
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SPDR’s Climate Paris Aligned equity ETFs track leading MSCI indices and are designed to allow investors to meet their climate objectives now and into the future by decarbonizing their portfolios swiftly, effectively and cost-efficiently.
Human Capital
Turning Stress Awareness into Action
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Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, explains how recognizing and managing our short-term reactions to stress can help prevent its harmful long-term impacts on our health and well-being.