Impact Investing
Sustainable Investing: A “Why Not” Moment
BlackRock shows how it is possible to build sustainable investing portfolios - while meeting traditional return goals.
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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.
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.
Investment Selection
Advisor Choice: Build It or Buy It?
One consideration advisors must weigh when contemplating outsourcing is the impact it may have on fees. With this in mind, we examined the economics of APM and FSP programs to help advisors determine which approach makes sense for their practice.
Behavioral Finance
Behavioral Advisor: What Do Rising Rates Mean for Investors?
With the surging economy and the recent shift in monetary policy, many investors are worried about rising interest rates and potential inflation. A little historical information can provide valuable perspective.
Impact Investing
Innovation and Impact in Public Fixed Income
Not too long ago, responsible investing opportunities for individuals were focused almost exclusively within the equity securities of publicly listed companies with strong environmental, social and governance (ESG) performance records. As the concept of responsible investing has evolved, so too, have opportunities for investors.
Tax Management
Deep Dive: The Value of Tax-Smart Investing
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Jon Eggins a Senior Portfolio Manager for Global Equities at Russell Investments, as they explore the potential benefits and challenges of tax-smart investing.
Behavioral Finance
How Advisors Can Apply Behavioral Finance
Indeed, we have to distance ourselves from the presumption that financial markets always work well and that price changes always reflect genuine information…The challenge for economists is to make this reality a better part of their models.
Investment Selection
Are Fund Strategist Portfolios Changing the Managed Account Landscape?
As noted last year, fund strategist portfolios (FSPs) are growing at a healthy pace. This prompted us to explore whether increased usage of FSP products by advisors on our platform was having a material impact on overall managed account sales, flows, and assets.
Financial Planning
The Evolution of Vanguard Advisor’s Alpha®: From Portfolios to People
Stricter regulations, downward pressure on fees, and technological innovations are forcing financial advisors to enhance their value by building deeper relationships with clients, according to a paper from Vanguard Investment Strategy Group.
Investment Selection
Facing the Winds of Change: An Advisor Survival Guide for the Next 10 Years
As we help advisors plan for the next 10 years, we believe the significant (head)winds of change will require those advisors who want to enjoy a growing, sustainable and profitable practice to consider making even more fundamental changes to the way they operate than “simply” transitioning clients to a fee-based advisory relationship.
Investment Selection
How to Know When Active Management Performs Best
This AthenaInvest article discusses how active equity performance depends both on market conditions and skill, proposing a measure to detect the optimal conditions.
Impact 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.
Behavioral Finance
In Times of Volatility, See People, Not Just Their Portfolios
Hey, how are you doing? With the return of stock market volatility, an even better question is how are your clients doing?
Investment Selection
SMAs: How They’re Used and What Types of Managers are Favored
For our inaugural Asset Management edition, we offer insights into how advisors are using separately managed accounts (SMAs). We examined all SMA portfolios that are widely available to advisors on Envestnet’s platform to answer questions about SMA performance.
Behavioral Finance
Diversify by Strategy to Stay on Track
It’s important for investors to understand how different investment strategies work and how each performs under various market conditions.
Investment Selection
Deep Dive: Manager Research
Join Sophie Gilbert, a Consulting Director at Russell Investments and Kris Nelson, a Senior Research Analysts at Russell Investments, as they explore active money manager research. Listen as they discuss what it is, what it takes to be good at it and how it can help investors.
Behavioral Finance
The Do’s and Don’ts for Periods of Market Volatility
We know it has been a stressful week for everyone involved in the market. In times like this, knowing what not to do is just as important as knowing what to do.
Portfolio Construction
Making the Implicit Explicit: A Framework for the Active-Passive Decision
Vanguard's new active-passive decision-making framework helps investors focus on the factors that matter most.
Behavioral Finance
Behavioral Advisor: What Should Investors Expect in 2018?
The last few years in the market have been as good as it gets with strong economic growth, increasing profitability, low volatility and surging markets. Everyone wants to know how long will the party last and what will the market do next?
Impact Investing
Why Responsible Investment Is Here to Stay
Take a look at the main growth drivers behind RI, and some key themes that we expect to emerge over the coming year.
Financial Planning
Financial Planning Perspectives: Invest Now or Temporarily Hold Your Cash
Systematic implementation—commonly referred to as dollar-cost averaging—might provide some protection against regret but at the cost of higher returns.
Investment Selection
Active and Passive Investing: The Case For Both
Read why Russell Investments believes that smart money takes a total-portfolio approach.
Impact 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.
Investment Selection
High Conviction: Creating Multi-Asset Portfolios Designed to Achieve Investors' Objectives
Explore three different case studies that illustrate specific ways in which active and factor-based strategies can be combined.
Portfolio Construction
Getting Familiar with Global Portfolio Hedging
Invesco describes various hedging methods and the costs of hedging fixed income portfolios.
Behavioral Finance
Behavioral Advisor: The Case For Value Now
Since the 2009 financial crisis, value investing has struggled to keep up with the broad market and had an even tougher time keeping pace with high-flying growth stocks.
Investment Selection
How TIPS Can Make a Difference
The prospect of rising inflation can be worrisome to your clients, especially those who are in retirement. One way to address that concern is by using Treasury Inflation-Protected Securities (TIPS), which provide an explicit hedge against inflation.
Investment Selection
Bond ETFs: Financial Advisors Drive Use With Specialized Applications
BlackRock sponsors this Cerulli Associates report that asks 378 financial advisors about their use of bond ETFs.
Investment Selection
ETF Due Diligence Worksheet
When choosing from the increasing number of ETFs in the marketplace, there are a number of factors you should consider. Use this worksheet to ensure you have a disciplined process for selecting ETFs.
Investment Selection
Mutual Fund Due Diligence Worksheet
With more mutual funds currently available than stocks, how can you be sure you’ve selected the right one? Use this worksheet to ensure you have a disciplined process for selecting mutual funds.
Investment Selection
Models Due Diligence Worksheet
Competition, technology, regulation and client service demands are increasing the complexity of doing business. Many advisors are using model portfolios to free up time while maintaining control.
Portfolio Construction
Building Better Benchmarks
The BlackRock Portfolio Solutions team explores benchmarks and how to build them appropriately.
Portfolio Construction
New Risks. New Insights.
Read the introductory white paper from the BlackRock Portfolio Solutions team.
Behavioral Finance
Behavioral Advisor: The Consequences of Product Proliferation
Access and choice are not always a good thing. Investing has become too complex and overwhelming, with a myriad of choices and the endless stream of information that accompanies them.
Behavioral Finance
Behavioral Advisor: Use Needs Rather than Fear for Allocation
Risk tolerance can result in poor risk management, significant misallocation of resources and a high degree of anxiety. AthenaInvest suggests using a needs-based planning instead.
Behavioral Finance
Can Money Buy Happiness?
Dr. Daniel Crosby sets out to answer the age-old question, “Can money buy happiness?”
Portfolio Construction
A Model for the Future: How Model Portfolios May Increase Satisfaction and Generate Net New Assets
Advisors, investors and home offices could stand to gain from using model portfolios. Mark Spina of Russell Investments explains in this post.
Behavioral Finance
Trust and Financial Advice
Vanguard researchers break down strategies advisors can use to build greater trust with their clients.
Behavioral Finance
Behavioral Advisor: Look Beyond Cost For Active Management
Focus on low-cost equity mutual funds has increased dramatically in the past decade. While cost matters, mutual funds should be evaluated based on what investors get for the price they pay.
Behavioral Finance
Diversification: The Power of Winning by Not Losing
Just as we laud improbable and memorable athletic achievements without adequately accounting for risk and counterfactuals, we do likewise with large and singular financial events.
Behavioral Finance
Behavioral Advisor: Market Peaks: What Happens Next?
When the equity market sets a new all-time high, many people become anxious about what will happen next. It turns out that new market peaks are more common than you might think.
Financial Planning
4 Stages of the Lifecycle of Advice
While anticipating what the future of financial advising might look like can be helpful, it’s more important to be part of the catalyst driving the change by leveraging advanced technology to offer smarter, quicker, more tailored advice.
Behavioral Finance
Being Okay Can Help You Reach Your Goals
Simply being “okay” is often considered to be somewhat unsatisfying. Brinker Capital explains why okay is a good thing.
Behavioral Finance
Behavioral Advisor: The Wall of Worry
The last eight years have been a good period for equity investing. But can it last?
Impact Investing
Impact Investing with Jim Lumberg
Jim Lumberg, Executive Vice President and Co-Founder of Envestnet discusses the evolution of impact investing at the Advisor Summit 2017 conference.
Impact Investing
Impact Investing with Bill Crager
Bill Crager, President of Envestnet, explains how financial advisors can meet client standards with new impact strategies, enhanced performance reporting, and digital client engagement.
Impact Investing
Impact Investing with Ali Caffery
Ali Caffery, Associate Portfolio Manager at Envestnet, dis-spells the myth that you have to give up returns in order to do good in your portfolio and makes the case for impact investing.