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Sustainable Investing
An Investor's Guide to Understanding Federated's Money Management
Overview of Federated's approach to managing money market funds, including process, philosophy and intensive credit analysis.
Behavioral Finance
How Long Can A Good Fund Look Bad?
This piece is approved to use with clients.
It’s only natural for someone invested in a poorly performing active equity mutual fund to wonder if it’s time to make a change. Should an investor sell a fund if it trails its benchmark for a year? Three years? Five years?
Portfolio Construction Insights
Optimizing Performance and Mitigating Volatility
In this edition of Envestat, we’re taking another look at the portfolio performance and examining outliers to determine what may be driving either positive performance or underperformance.
Sustainable Investing
United Nations Sustainable Development Goals
The SDGs are a universal set of goals, targets and indicators for global development.
Sustainable Investing
ESG shopping? Do your homework
A scarcity of disclosures is creating an information vacuum for ESG investors who rely only on off-the-shelf ratings.
Behavioral Finance
We Don’t Have to Have a Recession
This piece is approved to use with clients.
There is not a “natural” economic reason for this expansion to end.
Behavioral Finance
Long-Term is Longer Than You Think
This piece is approved to use with clients.
Investment time horizon is a critical concept in building wealth. Most investors have very long investment time horizons, typically decades or more.
Portfolio Construction Insights
ESG Case Studies
Find out how Hermes’ in-house stewardship team, Hermes Equity Ownership Service (EOS), seeks to benefit shareholders around the world through engagement.
Sustainable Investing
ESG Investing: A Social Uprising
This piece is approved to use with clients.
Whether a true believer in ESG investing or new to the concept, benefit from a deeper understanding on how ESG integration generates risk-adjusted returns.
Sustainable Investing
The ABCs of ESG
This piece is approved to use with clients.
ESG Investing includes the analysis of environmental, social and corporate governance risk factors into the investment process to gain a more expansive view of the risks faced by companies and the impact of these factors on potential returns.
Behavioral Finance
Looking Past the Headlines
We are experiencing a new peak in the rhetoric around trade, geo-politics, the economy and the business cycle. We have also seen increased market volatility.
Leveraging Technology & Data
Advisor Summit 2019 Session Preview: Better Client Outcomes Start with a 360 Degree View
Watch the overview of this session from the Envestnet Advisor Summit 2019.