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Sep 21, 2022

The State of ESG Investing in 2022: Trends and Regulations

Amid a variety of global events, 2022 has been a challenging year for many ESG investment strategies. Energy companies, most often associated with encouraging fossil fuel dependency, have performed well given the spike in energy prices driven by supply chain issues and the war in Ukraine. However, many ESG strategies screen out energy companies over concerns about their impact on climate change. At the same time, many ESG-related investment strategies have been overweighting allocations to technology stocks, which have performed relatively poorly for most of the year.

Aug 16, 2022

Key Inflation Concepts Impacting Your Portfolio

As the Federal Reserve raises rates to combat rising inflation, the consumer price index soared to another 40-year high as prices rose 9.1% in June. Inflation has investors worried, so let’s take a step back and review key related concepts and debunk an important myth.

Jul 27, 2022

Inflation 101: What It Is and What It Means for Your Portfolio

Ronald Reagan once said, “Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hitman.”

But what do we actually mean by inflation? By the same token, how confident are you of defining deflation, disinflation and hyperinflation?

Reagan was elected US president in 1980. At the time, the price of a gallon of unleaded gas was about $1.13. By the end of May 2022, the same commodity costs $4.61—an increase of 308%.

Jul 29, 2021

To get in on the Great Wealth Transfer, advisors need the right tools

Younger generations are poised to inherit a significant amount of wealth over the next two to three decades from their aging relatives—some $68 trillion is estimated in the U.S. The so-called Great Wealth Transfer represents an excellent opportunity for wealth managers to attract new assets.  

Jul 22, 2021

Trillions of dollars at stake: don’t overlook the Great Wealth Transfer

In the decades ahead, the world will experience a significant change in demographics and finances as older individuals transfer large amounts of accumulated wealth to younger generations. In the U.S. alone, some $68 trillion in assets is estimated to be at stake. The Great Wealth Transfer, as it is nicknamed, presents a make-or-break opportunity for wealth management firms. Firms need to be proactive to make their offerings attractive to younger generations and create tailored solutions to meet their unique needs.

Apr 29, 2021

Risk management and lessons learned from GameStop

The most important lesson to learn from the recent GameStop event is the importance of risk management. But the point is not to try to forecast such an event. For the most part, GameStop being selected by the public for this wave of buying was more or less a random event. There are thousands of stocks that could have experienced the same thing—in fact, there are large stock price swings every day, just with less volume and publicity. Regardless of whether you are an individual or a large mutual fund, knowing if you have a “GameStop Candidate” in your portfolio is critical.

Mar 31, 2021

Unified managed accounts can propel wealth manager success

Wealth managers use a unified managed account (UMA) structure to manage multiple investment sleeves within a single account master. Each sleeve is managed independently from one another, so within a single master, an investor can hold separately managed account (SMA) mandates, advisor-managed funds, Fund of Funds, ETF baskets, sub-advised mandates, self-managed assets and more. From the investor’s perspective, a UMA provides them with a holistic view of their investment portfolio across multiple investment mandates or investment types. For wealth managers, UMA enables them to map all of the investor sleeves to a single custodian account, saving operational cost and maintenance time, while positioning them to address several notable challenges.

Feb 11, 2021

Innovation – Providing certainty in an uncertain world

We have written extensively about the importance of asset managers’ ability to provide products that are unique and differentiated. This is likely to be especially true as we begin 2021, a year that will probably continue to be characterized by a high degree of uncertainty, which may weigh heavily on investors and their advisors. 


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