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Sustainable Investing
Fourth annual responsible investing survey
Responsible investing (RI) is most attractive as a strategy for higher performance by managing risk among high-net-worth investors. There has been a 200% increase in RI conversations between advisors and investors over the past year.
Behavioral Finance
6 behaviors that predict future wealth
For many years, the prevailing advisory remuneration model has led financial advisors to look at just one variable – investable assets – when deciding whether or not to work with a client.
Retirement
next: Millennial magnet - Attract and retain the largest generation in the U.S. workforce
In our second issue of next, we discuss how some of the factors may affect your role as a fiduciary in building effective retirement plans, including the effect changing interest rates may have on target date funds.
Behavioral Finance
Giving advice that sticks
The numbers aren’t pretty. According to a 2016 study conducted by Northwestern Mutual, 62% of Americans do not have a financial advisor of any kind. And while not getting any advice is inadvisable, the numbers are bleak even within the cohort who are paying a professional.
Alternative Investments
The Case for Liquid Alternatives, Especially Now
This piece is approved to use with clients.
While we have long advocated that alternatives should be a core allocation within any diversified portfolio, we believe that in this environment they will be even more helpful to investors.
Behavioral Finance
The Do’s and Don’ts for Periods of Market Volatility
We know it has been a stressful week for everyone involved in the market. In times like this, knowing what not to do is just as important as knowing what to do.
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.
Sustainable Investing
Jim Patrick on the Future of Impact
Jim Patrick provides his insights on the future of impact investing at the Envestnet Advisor Summit.
Sustainable Investing
Investor Interest in Responsible Investing Soars
Advisors are recommending responsible investing less but assets are rising. Read more about the trends in the impact space in this report from Nuveen.
Sustainable Investing
Societal Impact vs. Financial Return: A Case of “Either/Or” No More
Many investors who find impact investing potentially appealing have at the same time struggled with a notion that investing for the “greater good” will always be “concessionary,” that is, accompanied by some loss of financial performance.
Behavioral Finance
Diversification: The Power of Winning by Not Losing
Just as we laud improbable and memorable athletic achievements without adequately accounting for risk and counterfactuals, we do likewise with large and singular financial events.