report by BlackRock
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Investing Ideas
Combining Factors to Target Specific Investment Outcomes
This piece is approved to use with clients.
A white paper that explores using a factor-based approach to portfolio construction. By combining factor exposures, investors can create a "core" equity portfolio and by adjusting the factor allocations can tailor their portfolios to their own particular investing style/desired outcome.
Client Life Events
Planning for Life's Big Moments
This presentation explains how to convey your value while helping clients navigate their life journey.