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      video by Northern Trust Asset Management

      MarketScape: De-risking: Is Changing Your Asset Allocation Enough?

      May 05, 2022
      article by William Blair
      This piece is approved to use with clients.

      Tectonic Shifts in the Investing Landscape

      May 14, 2022
      report by BlackRock
      This piece is approved to use with clients.

      Global Weekly Commentary: Outlook Forum debates new regime

      Jun 30, 2022
      report by Nuveen
      This piece is approved to use with clients.

      Weekly Investment Commentary: From pain to gain: midyear outlook preview

      Jun 30, 2022
      report by Envestnet
      Curated content for RIAs.

      Weekly RIA Pulse Report - Week of June 27, 2022

      Jun 30, 2022
      video by Russell Investments
      This piece is approved to use with clients.

      Market Week in Review: Could UK inflation reach double digits?

      Jun 30, 2022
      report by SSGA
      This piece is approved to use with clients.

      Mid-Year Market Outlook: Find Clarity Amid Complexity

      Jun 29, 2022
      article by Northern Trust Asset Management

      Investment Perspective: Slowing

      Jun 27, 2022
      report by Envestnet | PMC

      PMC Weekly Market Brief - June 27, 2022

      Jun 27, 2022
      article by Northern Trust Asset Management

      Stocks Fall on U.S. Recession Worries, U.S. and Europe to Report Purchasing Data

      Jun 27, 2022
      report by Nuveen
      This piece is approved to use with clients.

      Weekly Investment Commentary: Food and shelter inflation: The basics take a bigger bite

      Jun 23, 2022
      report by BlackRock
      This piece is approved to use with clients.

      Global Weekly Commentary: Central bank blitz to hit growth

      Jun 23, 2022
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      Portfolio Construction Insights

      Tax-Loss Harvesting Opportunities Increase as Market Losses Mount

      article by SSGA
      This piece is approved to use with clients.

      Today’s negative returns are an opportunity to harvest losses. How does tax-loss harvesting work?

      Jun 29, 2022
      Human Capital

      The Active Share Podcast Episode #30: Investing in People

      audio by William Blair
      This piece is approved to use with clients.

      In this wide-ranging discussion, Aoifinn explains how the Russia-Ukraine conflict could change how we think about ESG, whether we’re in a new investing regime, and what she’s learned from podcasting.

      Jun 07, 2022
      Portfolio Construction Insights

      Technology Enables Municipal Investing at the Speed of Alpha

      report by AllianceBernstein
      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.

      Jun 06, 2022
      Business Development & Planning

      Financial Knowledge, Investment Advice and Trading Discretion: New Research

      article by Janus Henderson Investors
      Curated content for RIAs.

      Head of Defined Contribution and Wealth Advisor Services Matt Sommer helped conduct a survey that explored the relationship between financial knowledge and the decision to seek investment advice and grant trading discretion. The results have significant implications for how financial professionals engage with clients.

      May 20, 2022
      Human Capital

      Financial Professionals Need to Rethink Stress

      article by Janus Henderson Investors
      Curated content for RIAs.

      April is designated as National Stress Awareness Month but managing stress and the impact it can have on our mental and physical health is a year-round effort. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, offers guidance on how to take control by adjusting how we respond to the negative stressors in our lives.

      May 16, 2022
      Human Capital

      Turning Stress Awareness into Action

      article by Janus Henderson Investors
      This piece is approved to use with clients.

      Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, explains how recognizing and managing our short-term reactions to stress can help prevent its harmful long-term impacts on our health and well-being.

      May 03, 2022
      Business Development & Planning

      Financial Knowledge, Investment Advice and Trading Discretion: New Research

      article by Janus Henderson Investors
      Curated content for RIAs.

      Head of Defined Contribution and Wealth Advisor Services Matt Sommer helped conduct a survey that explored the relationship between financial knowledge and the decision to seek investment advice and grant trading discretion. The results have significant implications for how financial professionals engage with clients.

      May 03, 2022
      Portfolio Construction Insights

      Balancing Act: how will growth and inflation risks impact asset classes in the months ahead?

      article by Janus Henderson Investors

      Is it possible to rein in inflation without choking economic growth? Which asset classes are most at risk and where can investors find opportunities? Janus Henderson’s Global Heads of Equities and Fixed Income explore portfolio strategy considerations to help identify actionable investment views for the remainder of the year.

      Apr 29, 2022
      Portfolio Construction Insights

      Core Portfolio Construction

      report by SSGA
      This piece is approved to use with clients.

      What four principles do investors need to consider when it comes to core construction? Matthew Bartolini shares.

      Apr 20, 2022
      Portfolio Construction Insights

      State Street ETF Model Portfolios: A Partnership to Achieve Your Goals

      report by SSGA
      This piece is approved to use with clients.

      The managers of the State Street ETF Model Portfolios employ a rigorous process and invest each portfolio’s assets in a distinct mix of ETFs. The resulting portfolios provide global diversification based on their target balance of risk and return. The model portfolios undergo ongoing risk evaluation and offer a track record of performance, in some cases dating back more than 10 years.

      Apr 20, 2022
      Portfolio Construction Insights

      EPISODE #2: USING PROBABILITIES TO AVOID THE LOSERS IN YOUR PORTFOLIO

      audio by New Age Alpha
      This piece is approved to use with clients.

      Probability plays a key role in many aspects of everyday life, yet many people fail to understand the math that guides it.

      Apr 18, 2022
      Portfolio Construction Insights

      EPISODE #1: AN INTRO TO NEW AGE ALPHA

      audio by New Age Alpha
      This piece is approved to use with clients.

      There is a risk inside your portfolio that you are unaware of that leads to loss and you don’t get paid for taking it.

      Apr 18, 2022
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