report by BlackRock
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Client Relationships
Sample Client Review Meeting Letter
Access a sample client review meeting letter!
Manager & Investment Selection
Beware 'greenwashing'
This piece is approved to use with clients.
Increasingly, managers are integrating environmental, social and governance (ESG) factors into their investment process and beginning to actively engage with companies.
Client Relationships
Women and Investing: A look at this powerful and growing financial force
This piece is approved to use with clients.
Trends suggest the differences between how men and women invest can be advantageous. Studies have shown women take fewer investment risks than men and earn 12% higher returns on individual investments.
Active/Passive Management
Finishing the task with all our players
In the search for alpha, yield-curve positioning, currency and security selection take center stage.
Behavioral Finance
Keeping Emotions in Check – A Historical Guide to Market Volatility
This piece is approved to use with clients.
One of the biggest challenges in investing is to stay focused and on course. Investors must look at the markets from a historical perspective for broader context, and to better understand why it is important to stay the course during both calm and perilous markets.
Client Relationships
Advisor2Advisor: William Schiffman & Jason Ray
Advisors William Schiffman & Jason Ray talk about what they are hearing from clients in this quick 2-minute interview.