report by BlackRock
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Portfolio Construction Insights
Technology Enables Municipal Investing at the Speed of Alpha
This piece is approved to use with clients.
Today's complex, fragmented and fast-moving muni market is rapidly outpacing the capability and capacity of traditional portfolio-construction methods.
Portfolio Construction Insights
Risk Speedometer: Easing off the brake
In January, the 1-month risk speedometer continued to remain below its 5-year average, recording a score of –0.61 and landing slightly above the 25th percentile of rankings. Similarly, based on the 3- and 12-month speedometers, the appetite for risk remained low.
Tax Management
Investor Education: Tax Efficient Investing
This piece is approved to use with clients.
Taxes can have a significant impact on your clients' investment returns. This guide helps them understand the importance of building and maintaining a tax-efficient portfolio.
Portfolio Construction Insights
Getting Familiar with Global Portfolio Hedging
Invesco describes various hedging methods and the costs of hedging fixed income portfolios.
Portfolio Construction Insights
Vanguard's Framework for Constructing Globally Diversified Portfolios
This research paper discusses creating and maintaining globally diversified portfolios and shares a framework you can use to build portfolios around clients' investment goals and constraints.