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Tax Management
Deep Dive: The Six Questions Advisors Should Ask About Tax-Smart Investing
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Rob Kuharic an Investment Strategist for Tax-Managed, at Russell Investments, as they explore the 6 most common questions we hear from advisors about tax-smart investing.
Sustainable Investing
Societal Impact vs. Financial Return: A Case of “Either/Or” No More
Many investors who find impact investing potentially appealing have at the same time struggled with a notion that investing for the “greater good” will always be “concessionary,” that is, accompanied by some loss of financial performance.
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.
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.
Investing Ideas
Market Neutral Investing: Exploring the Potential Benefits and Sources of Return
Market neutral equity strategies offer a unique style of investing and typically seek to produce attractive returns for investors regardless of the equity markets' behavior.
Investing Ideas
Getting Smart About Beta
Invesco examined two categories of smart beta strategies and analyzed how they performed over full market cycles and in different ecpnomic environments.
Sustainable Investing
Sustainable Factor Investing
This white paper chronicles the rise of responsible investing and the ever-growing consideration of environmental, social and governance issues in portfolio construction.
Investing Ideas
An Interest Rate Hedging Diagnostic
This piece is approved to use with clients.
One of the biggest strategic decisions faced by defined benefit pension plans is that of choosing an interest rate hedge ratio.
Tax Management
Capital Gains Got You Down? 7 Steps You Can Take Now to Optimize Your Clients' Tax Situations
Remind your clients of the value you add and the actors you consider when it comes to the tax management of their portfolios outside of tax loss harvesting.