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Business Development
Referrals Refined, Part 3: The Ask and Next Steps
In the third post of a three-part series on referrals, Head of Knowledge Labs® Professional Development Michael Futterman explains how to make “popping the question” less anxiety-inducing through research, preparation and practice.
Business Development
Referrals Refined, Part I: Identifying Who Can Help Grow Your Business
In the first of a three-part series, Head of Knowledge Labs® Professional Development Michael Futterman outlines a process for determining which clients are most likely to be sources of qualified referrals.
Business Development
Referrals Refined, Part 2: Activation
In the second post of a three-part series, Head of Knowledge Labs® Professional Development Michael Futterman explains how to transform referral sources into advocates through deliberate, personalized client experiences.
Investing Ideas
Investing in Diversity: Analyzing the Investment Risks and Opportunities
This piece is approved to use with clients.
Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective, and key indicators that investors can look out for when analyzing a company’s diverse culture.
Investing Ideas
Technology Fuels Long-Term Growth Prospects for Manufacturing
This piece is approved to use with clients.
Assistant Portfolio Manager David Chung discusses the ongoing recovery in the manufacturing sector and how technological innovation is helping drive longer-term growth in certain industries.
Investing Ideas
Whitepaper: The Case for Active Management within Agency MBS
Investors should consider an allocation to agency MBS because, as an asset class with little to no credit risk, it has historically delivered strong absolute and risk-adjusted returns, with low correlation to equities. MBS have demonstrated their defensive capabilities across a variety of market conditions, making it an attractive asset class in today’s environment. MBS’ favorable liquidity profile combined with its inherent complexity creates alpha opportunities, making it an attractive candidate to potentially add both alpha and diversity in sources of return to an investor’s portfolio.
Behavioral Finance
[Webinar Recording] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
Behavioral finance principles can be applied to an Advisors practice to help clients remain invested and focused on the long-term, while avoiding behavioral mistakes that can destroy their wealth.