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65 Results for 'White Papers'
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Charging Toward a Lower-Carbon Economy
6/15/2017
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pdf
Social concern, favorable economics, and political dynamics may signal success for companies dedicated to sustainability and renewable energy.
Max 5
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Protect Yourself After a Data Breach
11/16/2017
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pdf
Everybody needs to be vigilant now that data breaches and identify theft have become common occurrences.
Max 25
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Tax Reform and the Muni Market
1/25/2018
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pdf
A quick overview of four main ways the new tax code is likely to impact the municipal bond market.
Max 5
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Americans Rank Among the World's Most Caring Investors
2/6/2017
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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
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An Index Isn't a Fiduciary--And Six Other Concerns About the Push for Passive
9/28/2017
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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
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Could White House Drama Derail Your Portfolio?
7/7/2017
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pdf
Controversy in the White House and the performance of the stock market have historically shown few observable connections
Max 25
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Macron Victory Marks Market-Friendly French Election Outcome
5/9/2017
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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
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Why Rising Rates Can Be Good For Your Portfolio
3/17/2017
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pdf
Rising rates are a positive sign for the US economy, and can create investment opportunities if you know where to look.
Max 25
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A New Approach to Impact Investing
2/26/2018
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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
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What Has Driven Stock Market Returns, and What May Drive Them in Future?
2/16/2018
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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
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DIY Kitchens, Not Caregiving
3/14/2018
| Client
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pdf
Help clients manage the demanding role of spousal caregiving with three practical tips. Max 250
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Risk Allocation DNA in Emerging Markets
10/27/2016
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pdf
We believe the allocation of risk is the fundamental driver of investment outcomes.
Max 5
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Hartford Funds: Spotlight on Multifactor Investing
11/21/2016
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pdf
A Q&A with Ted Lucas on how multifactor ETFs work and how taking better risk may lead to better returns.
Max 5
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The Allocator's Dilemma
12/18/2017
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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
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MFDC-3Q18
7/5/2018
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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
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pdf
Hidden Costs of Caring Whitepaper Max 200
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Pursuing Long-Term Capital Growth Through Risk Efficiency
7/23/2018
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pdf
Investor interest in multifactor strategies continues to accelerate as a potential means to enhance capital growth beyond market beta.
Max 5
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How a Rate Rise Reminds Us Why We Invest in Fixed Income
7/19/2018
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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
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5 Ways Technology Will Change How Your Clients Age -Advisor Presentation
3/26/2018
| Broker
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pdf
Become a longevity specialist who introduces clients to technology that can transform their retirement.
Available For Download Only
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The Evolving Workscape Plan Sponsor White Paper
8/28/2018
| Broker
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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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Max 5
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What Does Sliced Bread Have in Common With Investing?
1/11/2017
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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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Max 5
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3 Myths About ETF Liquidity
8/8/2017
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pdf
On the surface, ETFs and mutual funds generally share common characteristics. But underneath the surface, ETF liquidity is significantly different. Max 25
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The Cyclical Nature of Active & Passive Investing
3/20/2018
| Broker
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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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