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Forms & Literature Search Results


65 Results for 'White Papers'

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Charging Toward a Lower-Carbon Economy

6/15/2017 | pdf

Social concern, favorable economics, and political dynamics may signal success for companies dedicated to sustainability and renewable energy.

Max 5

pdf

Protect Yourself After a Data Breach

11/16/2017 | pdf

Everybody needs to be vigilant now that data breaches and identify theft have become common occurrences.

Max 25

pdf

Tax Reform and the Muni Market

1/25/2018 | pdf

A quick overview of four main ways the new tax code is likely to impact the municipal bond market.

Max 5

pdf

Americans Rank Among the World's Most Caring Investors

2/6/2017 | pdf

Our research suggests the average US investor rates issues of environment, social, and governance, or “ESG,” far higher than the typical European, confounding many stereotypes.

Max 5

pdf

An Index Isn't a Fiduciary--And Six Other Concerns About the Push for Passive

9/28/2017 | pdf

Passive investing may be popular, but active management allows for judgment, nuance, and an understanding of investor needs that passive cannot replicate.

Max 5

pdf

Could White House Drama Derail Your Portfolio?

7/7/2017 | pdf

Controversy in the White House and the performance of the stock market have historically shown few observable connections

Max 25

pdf

Macron Victory Marks Market-Friendly French Election Outcome

5/9/2017 | pdf

Macron’s reform agenda should be positive for economic growth in France. As political risk falls, investors can now turn their focus to the corporate earnings recovery.

Max 5

pdf

Why Rising Rates Can Be Good For Your Portfolio

3/17/2017 | pdf

Rising rates are a positive sign for the US economy, and can create investment opportunities if you know where to look.

Max 25

pdf

A New Approach to Impact Investing

2/26/2018 | pdf

Impact investing seeks to deliver attractive investment returns while helping to better people’s lives, and is expected to grow as companies work to solve the world's social and environmental problems.

Max 5

pdf

What Has Driven Stock Market Returns, and What May Drive Them in Future?

2/16/2018 | pdf

While the equity markets of various countries and regions have performed very similarly over the past three years, the components of returns have been very different.

Max 5

pdf

DIY Kitchens, Not Caregiving

3/14/2018 | Client | pdf

Help clients manage the demanding role of spousal caregiving with three practical tips.

View FINRA Letter

Max 250

pdf

Risk Allocation DNA in Emerging Markets

10/27/2016 | pdf

We believe the allocation of risk is the fundamental driver of investment outcomes.

Max 5

pdf

Hartford Funds: Spotlight on Multifactor Investing

11/21/2016 | pdf

A Q&A with Ted Lucas on how multifactor ETFs work and how taking better risk may lead to better returns.

Max 5

pdf

The Allocator's Dilemma

12/18/2017 | pdf

Investors are currently facing inverse conditions across all dimensions—in starting valuations, company fundamentals and interest rates—all important inputs that we believe will drive future returns.

Max 5

pdf

MFDC-3Q18

7/5/2018 | pdf

What exactly are the SEC's new proposals and how will they impact investment advisers?

Max 5

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Hidden Costs of Caring Whitepaper

7/20/2017 | Client | pdf

Hidden Costs of Caring Whitepaper

View FINRA Letter

Max 200

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Pursuing Long-Term Capital Growth Through Risk Efficiency

7/23/2018 | pdf

Investor interest in multifactor strategies continues to accelerate as a potential means to enhance capital growth beyond market beta.

Max 5

pdf

How a Rate Rise Reminds Us Why We Invest in Fixed Income

7/19/2018 | pdf

Though they tend to lower bond prices in the short term, interest-rate hikes have generally led to higher fixed-income returns down the road for investors who have stayed the course and remembered why they invest in bonds in the first place.

Max 25

pdf

5 Ways Technology Will Change How Your Clients Age -Advisor Presentation

3/26/2018 | Broker | pdf

Become a longevity specialist who introduces clients to technology that can transform their retirement.

Available For Download Only

The Evolving Workscape Plan Sponsor White Paper

8/28/2018 | Broker | pdf

The new multigenerational workscape provides unprecendented opportunity for employers—if you know how to create and cultivate it. In order to retain and attract the best talent across the generations, you must meet the expectations of today’s employe...

Max 50

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Environmental, Social, and Governance for Listed Assets

9/12/2018 | pdf

A detailed explanation of Schroders Investment Management's approach to ESG.

Max 5

pdf

What Does Sliced Bread Have in Common With Investing?

1/11/2017 | pdf

The answer? Innovation, which can drive earnings and stock prices for companies and can present a growth opportunity for active investors.

Max 25

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Wellington Management’s ESG Integration Philosophy

8/4/2017 | pdf

Wellington Management lays out its ESG integration approach.

Max 5

pdf

3 Myths About ETF Liquidity

8/8/2017 | pdf

On the surface, ETFs and mutual funds generally share common characteristics. But underneath the surface, ETF liquidity is significantly different.

View FINRA Letter

Max 25

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The Cyclical Nature of Active & Passive Investing

3/20/2018 | Broker | pdf

Recent performance has favored passive investing. But a look at the big picture shows how performance moves in cycles, and reveals why active may soon pull ahead.

Max 20

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