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Sustainable Investing
Demonstrating a Commitment to Sustainable Investing
This piece is approved to use with clients.
It's vital for financial advisors to be able to understand which values are important to their clients. Paul Arnold, Portfolio Manager, and Dan Kemp, Chief Investment Officer, EMEA, discuss how advisors can better understand why ESG is important to a client–whether it’s the expression of one’s values or something else.
Sustainable Investing
Does ‘ESG’ Mean the Same Thing to You and Your Client?
This piece is approved to use with clients.
It's vital for financial advisors to be able to understand which values are important to each client, and to be able to meet each client's need with a portfolio that addresses their values.
Policy and Regulatory Commentary
We’ve got Georgia on our minds
This piece is approved to use with clients.
When one thinks of the great state of Georgia, one often thinks of the classic tune, “Georgia On My Mind,” and the late, great Ray Charles, who first recorded it in 1960
Policy and Regulatory Commentary
The (presumed) policy implications of 11/3/2020
While we won’t know for sure which party will control the US Senate through 2022 until Georgia decides both of its US Senate elections via a January 5, 2021 runoff, we are comfortable assuming the United States will face a divided government the next two years, with a Democrat in the White House, a Democrat-led House of Representatives, and a Republican-led Senate.
Investing Ideas
Guide to ESG Investing
Even through the downturn in early 2020, you may have noticed clients still considering investments in line with their Environmental, Social, and Governance (ESG) values. Our four-step guide provides a framework for discussing sustainable investing as part of your financial planning process.
Policy and Regulatory Commentary
The election, the markets, and the economy: you’ve got questions, we’ve got answers
Investing Ideas
Ask the PMs: Outlook and Positioning in Our Asset Allocation Portfolios
Senior Portfolio Manager/Co-Head of Target Risk Strategies Dan McNeela and Portfolio Manager, Active Asset Allocation, Michelle Ward will talk about positioning in our Asset Allocation series and their outlook for key asset classes.
Investing Ideas
Ask the PM: Dividend Strategies
Join Portfolio Manager George Metrou, who will discuss where he's seeing opportunities in the current market and how the economic slowdown has affected how he manages our Dividend portfolios today.