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Investing Ideas
Guide to ESG Investing
Even through the downturn in early 2020, you may have noticed clients still considering investments in line with their Environmental, Social, and Governance (ESG) values. Our four-step guide provides a framework for discussing sustainable investing as part of your financial planning process.
Market Outlooks
Our Valuation-Driven Asset Allocation Views Looking Beyond COVID-19
This piece is approved to use with clients.
While we haven’t faced a global pandemic of this kind before and the path to normalization is uncertain, we are encouraged by the aggressive policy response from central banks and governments which we think will be effective in averting a financial crisis. Thus, we think the recent sell-off has created significant opportunities for long-term investors like us. Read our commentary to learn our latest thinking.
Client Experience
Market Downturn: Progress Report
This piece is approved to use with clients.
With so much market noise, it can be difficult for investors to see how financial plans can help them stay on track toward their long term goals.To help with client conversations, advisors can review our Progress Update, which includes slides covering the market downturn and the importance of staying the course.
Market Outlooks
The Government Responds with Extraordinary Measures
This piece is approved to use with clients.
The Federal Reserve and Washington lawmakers have taken dramatic steps to counteract the effects of the COVID-19 virus on the economy.
Market Outlooks
View of the Business Cycle by Fidelity's Asset Allocation Research Team
This piece is approved to use with clients.
A review of the current state of the U.S. business cycle and the effects of the spread of COVID-19, as well as the potential implications for asset allocation.
Market Outlooks
The Market Has a Math Problem
This piece is approved to use with clients.
The market has a math problem—or does it? It all depends on where rates go.
Market Outlooks
Does China Hold the Keys to a Global Economic Bounce?
A late '90s-style reacceleration may not be in the cards.
Market Outlooks
What's the Price of Uncertainty?
This piece is approved to use with clients.
Uncertainty & demographics put a premium on cash flow.
Leveraging Technology & Data
The Digital Investor: Financial attention through multiple digital channels
A new Vanguard paper explores clients' use of digital channels—desktop or laptop computers, mobile phone, and mobile apps—to interact with their financial institutions and breaks down how digital use has changed over time.
Goals/Needs-Based Investing
Getting back on track: A guide to smart rebalancing
Our research team reviewed the benefits of rebalancing, analyzed the impact of different rebalancing frequencies and thresholds, and developed strategies to minimize rebalancing costs.
Advisor Value & Fees
Putting a Value on Your Value: Quantifying Advisor's Alpha
This updated research paper delves into the concept of Vanguard Advisor's Alpha®, which outlines how you can add value, or alpha, through relationship-based services such as financial planning, discipline, and guidance, rather than by trying to outperform the market.