Impact Investing
Sustainable Investing: More Than Doing Good
Richard Turnill explains what sustainable investing could bring to a portfolio, and why the strategy is gaining traction.
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Impact Investing
Jim Patrick on the Future of Impact
Jim Patrick provides his insights on the future of impact investing at the Envestnet Advisor Summit.
Impact Investing
How Do I Pick a Good ESG Manager?
Brett Wayman of Envestnet and Doug Classen of DANA Investment Advisors answer questions about impact investing and manager selection in the ESG space.
Planning/Behavioral Finance
Adding Pro Bono Financial Planning to Your Practice
One of the easiest and most direct ways for advisors to give back to their communities is to provide pro bono financial planning services, and the Foundation for Financial Planning is set up to help them do exactly that.
Planning/Behavioral Finance
Behavioral Advisor: Where Are We Now?
After last year’s tranquil environment, markets experienced a sharp pullback in February and have returned to a more normal level of volatility. As a result, many investors are wondering, where are we now and what’s next? The chart below highlights how recent events compare to the prior 11 corrections.
Investment Selection
Digging Into Portfolio Performance Outliers
Volatility makes clients uneasy, often prompting impulsive investment decisions that can make for choppy returns. Advisors can seize this opportunity to demonstrate their value by structuring portfolios with professional managers who can both slash volatility and also smooth investment returns.
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.
Impact Investing
Sustainable Investing: A “Why Not” Moment
BlackRock shows how it is possible to build sustainable investing portfolios - while meeting traditional return goals.
Tax Management
Three Typical Approaches to Tax-Managed Investing. And Why They’re Wrong.
If you’re an investor or advisor and not worrying about the tax drag on your taxable investments, you’re almost certainly paying the price. And you’re almost certainly paying a lot— almost two percent in lost performance, annually.
Planning/Behavioral Finance
Volatility Highlights the Need for Behavioral Coaching
If history has shown us anything, it’s that the stock market is destined to go through another sustained down period. Are you and your clients prepared for a potentially more challenging investment environment ahead?
Investment Selection
Why Manager Selection is Critical for Alternative Investors
Manager selection is a question that all investors face, of course, but it’s especially critical for investors in alternatives because these managers have greater freedom in their investment strategies. This freedom leads to a wide dispersion between the top-performing and below-average alt managers, and that dispersion is typically greater than what is found in traditional equity investments.
Impact Investing
Celebrating Earth Day 2018: 5 Ideas to Help Your Clients Implement Environmentally-Conscious Investment Strategies
The rapid growth of impact investing suggests more investors are seeking to align their investment dollars with their values. Understanding your clients’ values and guiding them to making investment decisions reflective of those values can be key to deepening your client relationships.