report by BlackRock
Results for ""
Human Capital
The Active Share Podcast: What’s Culture Got to Do With It?
This piece is approved to use with clients.
As it turns out, culture has a lot to do with how we operate. But how difficult is it to measure?
Portfolio Construction Insights
4 Reasons to Get Excited About HVAC
This piece is approved to use with clients.
Looking at one key area of industrials—heating, ventilation, and air conditioning (HVAC)—we believe there are enough tailwinds to suggest solid growth.
Human Capital
The Active Share: What’s Culture Got to Do With It?
This piece is approved to use with clients.
As it turns out, culture has a lot to do with how we operate. But how difficult is it to measure? In this episode of The Active Share, Hugo sits down with Dr. Tom Reader, an associate professor of organizational psychology at the London School of Economics, to discuss the broad role culture plays in all kinds of organizations; why great cultures are the defining feature of good companies; and how engaging with diverse perspectives can help foster meaningful cultural growth and innovation.
Client Relationships
Budgeting Checklist
This piece is approved to use with clients.
Use this worksheet as a preliminary tool to organize and understand your monthly expenses against your income. It is important to consider other aspects, including retirement savings.
Portfolio Construction Insights
Focus on Equities: Uncertainty and Volatility Create Opportunity
This piece is approved to use with clients.
Individual stock prices move around much more frequently than business value. At Morningstar Investment Management, we embrace stock price volatility as it provides opportunities to improve our portfolios. We are more optimistic about the long-term outcomes for our portfolios today than we were at the start of 2022. Here's why.
Client Experience
Turning Client Trust into Action in a Down Market: A Six-Step Conversation
This piece is approved to use with clients.
Register today to hear AllianceBernstein Advisor Institute's (ABAI's) Ken Haman discuss key insights about human decision-making and research in behavioral finance to look at the practical challenges of managing client trust during uncertain times. Specifically, Ken will drill into: 1) How to move a client past a negative market experience to make an investment decision now, 2) Why clients can be triggered by negative information and avoid these discussions despite the need to take action to improve future outcomes, 3) A six-step conversation model that FAs can use to motivate clients to take action