report by BlackRock
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Active/Passive Management
Federated Hermes tilts toward value
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Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Portfolio Construction Insights
In search of tomorrow's winning stocks
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The approach is the same regardless of the environment.
Active/Passive Management
Turbulent times call for a little ballast
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And investors may find some by including a balanced approach in their portfolios.
Manager & Investment Selection
Beware 'greenwashing'
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Increasingly, managers are integrating environmental, social and governance (ESG) factors into their investment process and beginning to actively engage with companies.
Leveraging Technology & Data
Secrets
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Never has so much personal information been readily available to the general public. It’s surprising, then, that so many financial institutions continue to treat public knowledge as a “secret.”
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Investor
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Investors today have very complex financial lives. It is not uncommon for an individual or couple to have bank checking accounts, savings accounts, retirement accounts (401k, 403b, Roth IRA’s), investment accounts, etc., spread across multiple institutions, multiple platforms and multiple advisors. This situation makes securing a comprehensive financial plan difficult.
Leveraging Technology & Data
A Tale of Two Billboards
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Brinker Capital's Information Security Officer discusses the Equifax breach and how advisors and clients can keep their systems protected.