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Behavioral Finance
[Presentation Slides] Be the Calm in the Storm with a Behavioral Practice Model | Webinar 1
2020 has been an unprecedented and emotionally-charged ride — the most difficult for advisors in over a decade. Yet as the year ends, significant uncertainty lingers regarding the markets, the economy, and the election that continues to rattle investor nerves.
Active/Passive Management
Federated Hermes tilts toward value
This piece is approved to use with clients.
Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Active/Passive Management
Turbulent times call for a little ballast
This piece is approved to use with clients.
And investors may find some by including a balanced approach in their portfolios.
Leveraging Technology & Data
Disruption Accelerated
This piece is approved to use with clients.
Firms that provide the infrastructure for the online economy have demand for their services boom during the pandemic.
Behavioral Finance
The Five Stages of a Market Crisis
This piece is approved to use with clients.
A process similar to the "five stages of grief" can be seen in market crises, including the current one.
Active/Passive Management
Finishing the task with all our players
In the search for alpha, yield-curve positioning, currency and security selection take center stage.
Active/Passive Management
Our Latest Research On Active Versus Passive Asset Management
As you are likely well aware, the debate regarding active versus passive investing has existed for a while. And recently, headlines seem to increasingly indicate that active investing has run its course – most managers are failing to meet their benchmarks.
Leveraging Technology & Data
Advisor Summit 2019 Session Preview: Better Client Outcomes Start with a 360 Degree View
Watch the overview of this session from the Envestnet Advisor Summit 2019.