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Client Experience
Turning Client Trust into Action in a Down Market: A Six-Step Conversation
This piece is approved to use with clients.
Register today to hear AllianceBernstein Advisor Institute's (ABAI's) Ken Haman discuss key insights about human decision-making and research in behavioral finance to look at the practical challenges of managing client trust during uncertain times. Specifically, Ken will drill into: 1) How to move a client past a negative market experience to make an investment decision now, 2) Why clients can be triggered by negative information and avoid these discussions despite the need to take action to improve future outcomes, 3) A six-step conversation model that FAs can use to motivate clients to take action
Alternative Investments
Beyond the Index – European Real Estate: Where the Opportunities are Today
Barings Real Estate’s Valeria Falcone describes how COVID-19 has changed the competitive dynamics across European property markets, and highlights where the team is finding and creating value today.
Alternative Investments
Real Estate: The Critical Role of Asset Management in a Crisis
Asset management is vital to long-term value creation in real estate debt and equity markets—particularly when it comes to navigating crises like COVID-19.
Alternative Investments
Global Real Estate: Cyclical & Structural Impacts of COVID-19
As investors navigate global real estate markets in the months and years ahead, understanding the interplay between near-term cyclical weakness and long-term structural trends will be key.
Alternative Investments
Beyond the Index – Fact-finding and Fortune-telling in U.S. Real Estate
This piece is approved to use with clients.
Barings’ John Ockerbloom and Colin Gordon discuss the material consequences of COVID-19 for the real estate markets broadly as well as sector by sector—and predict how real estate portfolios may change in the years ahead.
Alternative Investments
Streaming Income - European Real Estate: Late-Cycle Value from Manchester to Munich
This piece is approved to use with clients.
Can value still be found (or created) ten years into the European property market cycle? And if so, which sectors, geographies and risk profiles look most compelling? Barings’ Charles Weeks weighs in.
Business Development
Envestnet Advisor Award Winners: Putting Principles Into Practice
Three advisors describe how they translate their values into powerful advice and consistent, thoughtful service for clients.
Alternative Investments
Streaming Income - Private Equity: Where LPs Need to Do Their Homework Now
This piece is approved to use with clients.
From fund-life extensions to ESG and diversity efforts, limited partners (LPs) have no shortage of factors to consider when evaluating PE investments. Barings’ Elizabeth Weindruch provides first-hand insight into the latest challenges facing PE investors today.
Goals/Needs-Based Investing
The Power of Women: How to reach your financial success
This piece is approved to use with clients.
While many women are incredibly on top of their finances, others feel less confident. Today we’ll spend some time talking about the questions we frequently hear from women, ask you to reflect on your personal situation and hope that you come away from our time together with an even clearer view of your financial future and your path to deeper engagement.