report by BlackRock
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Goals/Needs-Based Investing
Trailing vs Rolling Returns
This piece is approved to use with clients.
Redefining the Conversation about Returns: Help investors keep their "eyes on the prize", or that long-term goal, while helping them to avoid getting caught up in the fixating of chasing short-term returns or 'beating the market'.
Client Experience
The Pain Index - A Better Measure of Risk
This piece is approved to use with clients.
Conversations with investors about risk is often muddled with industry jargon they often find unrelatable. Redefine the risk conversation to better align with the way investors think about risk-- the pain of losing money.
Portfolio Construction Insights
Thinking Outside the Mailbox
This piece is approved to use with clients.
Redefining Income in a Low Yield World: Historically, investors in or near retirement have relied primarily on bonds for “mailbox money” necessary to fund their golden years. Going forward, investors and advisors will need to redefine their concept of “income” and reconsider how they fill their “mailbox”.
Alternative Investments
Responsible Investing in Real Estate
Abigail oversees Nuveen Real Estate’s sustainability strategy which positions us as a global leader on environmental, social and governance (ESG) issues. Here, Abigail provides insights on our approach to responsible investing and how we implement sustainability into our real estate investment lifecycle.
Retirement
next: Millennial magnet - Attract and retain the largest generation in the U.S. workforce
In our second issue of next, we discuss how some of the factors may affect your role as a fiduciary in building effective retirement plans, including the effect changing interest rates may have on target date funds.