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Sustainable Investing
Sustainability: The future of investing
We discuss key themes driving transformation in sustainable investing and explain why the future of investing is sustainable.
Alternative Investments
Alternative Investments: Myths & misconceptions
This piece is approved to use with clients.
A lot of misunderstanding surrounds alternative investments. Some investors still think of them as high-risk, exotic funds reserved for ultra-high-net-worth individuals and institutions. However the reality is that alternatives have a place in nearly every portfolio.
Portfolio Construction Insights
Bond ETFs: Financial Advisors Drive Use With Specialized Applications
BlackRock sponsors this Cerulli Associates report that asks 378 financial advisors about their use of bond ETFs.
Portfolio Construction Insights
Building Better Benchmarks
The BlackRock Portfolio Solutions team explores benchmarks and how to build them appropriately.
Leveraging Technology & Data
The Future of the Decision Making Process for the Financial Services Industry
Financial institutions (FIs) and wealth management firms need to be focused on analytics for good reason: Data analytics provide the deep level of business intelligence that firms require to identify the largest growth opportunities as well as their biggest risks.
Tax Management
Capital Gains Got You Down? 7 Steps You Can Take Now to Optimize Your Clients' Tax Situations
Remind your clients of the value you add and the actors you consider when it comes to the tax management of their portfolios outside of tax loss harvesting.
Leveraging Technology & Data
Technology Integration Turbocharges Advisor Productivity: Making Time for Clients
More than ever, advisors are relying on technology are relying on technology to help meet growing demands. This report will show you how advisors are using well-integrated technology platforms to boost productivity.