report by BlackRock
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Client Relationships
Sample Client Review Meeting Letter
Access a sample client review meeting letter!
Portfolio Construction Insights
Optimizing Performance and Mitigating Volatility
In this edition of Envestat, we’re taking another look at the portfolio performance and examining outliers to determine what may be driving either positive performance or underperformance.
Manager & Investment Selection
How Loyal is Too Loyal? Relying on only a few managers may be a disservice to your clients
Are you confident you are choosing the best managers for your clients? The data from this Envestat report may surprise you.
Client Relationships
Advisor2Advisor: William Schiffman & Jason Ray
Advisors William Schiffman & Jason Ray talk about what they are hearing from clients in this quick 2-minute interview.