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Alternative Investments
What is a Hedged Equity?
This piece is approved to use with clients.
Simple, straight-forward explanation of a fast-growing sub-category of investment strategies.
Macroeconomic & Geopolitical
Five Forces in International Equities Investors May Be Underestimating
This piece is approved to use with clients.
Global Head of International Equities Justin Thomson surveys five global trends that many international equity investors may be underestimating.
Alternative Investments
What is a Put Option?
This piece is approved to use with clients.
Simple, Straight Talk on Put Options.
Alternative Investments
All Options on the Table: Holistic Investment Strategies for a Volatile, Low-Yield World
In the 10-part module-based video education series, All Options on the Table: Holistic Investment Strategies for a Volatile, Low-Yield World, gain practical insights on the due diligence and portfolio implementation of options and option-based strategies. The modules allow professionals to dive into the subject matter they desire at their own pace. Member and non-member registration for the first-of-its-kind course can be found here.
Philanthropy
Investor Education: Learn About Charitable Giving
This piece is approved to use with clients.
Use this practical guide to complement discussions you have with clients about philanthropy.
Philanthropy
Charitable Giving: Three Steps to a Successful Plan
This Vanguard research paper examines the advantages and disadvantages of common charitable giving strategies, and it presents examples to show their effects.