White papers and reports

InvestmentNews presents the latest and most targeted thought leadership for the financial industry.

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Hennessy Funds
Natural gas is undergoing a revolutionary transformation. Due to advances in drilling technology, vast amounts of the commodity have been unlocked. With a 100-year supply within the U.S. borders and under America's control, natural gas is quickly replacing other fossil fuels as America's energy source of choice.
August 27, 2014
Hennessy Funds
As Prime Minister Shinzo Abe and his Liberal Democratic Party exercise majority control of the Japanese government, they have a unique opportunity to freely implement the "Three Arrows" of "Abenomics", a three-pronged economic reform effort targeted at reversing almost two decades of slow growth and deflation in the world's third largest economy. Early signs have been positive, and if Abe and his supporters are successful, Japan could become a compelling investment opportunity for the foreseeable future.
August 27, 2014
Hennessy Funds
In our experience, focused or concentrated mutual funds have the potential to outperform without increasing portfolio risk. Interest in funds with a narrower portfolio composition is gathering investors' attention. The loss of an estimated $20 trillion of wealth from the Great Recession has caused many investment advisors to reassess the conventional wisdom that has guided portfolio allocation for decades. One solution that is receiving increased attention is the inclusion of focused mutual funds-either as satellite holdings or core replacement options-in portfolio allocations.
Artisan Partners
Investors debating the merits of active versus passive management may be missing a key element: Not all active managers are truly active.
Federated
Even in the midst of challenging conditions, there are companies that prevail with an ability to create new product categories or transform entire industries.
Cambridge
Life management, not practice management
Thornburg
Thornburg's annual study examining the impact of inflation, taxes, and investment expenses on the returns of several asset classes and outlining the three major factors beyond nominal returns that investors should use in planning.
Invesco
In this month's commentary, Invesco examines some of the most common concerns heard lately, and explains why such pessimism is often unjustified. As we head into the latter half of the year, Invesco remains bullish on global equities, and regional tilts are unchanged from the last several months.
August 13, 2014
Cambridge
The way individuals research and trade investments, communicate with advisers and benchmark their performance has been transformed-and their expectations are evolving in a way that could create exciting new opportunities for advisers. This white paper, authored by InvestmentNews Research offers analysis on a survey of 1,000 individual investors and provides insights into the business models and services for the next generation of clients.
August 06, 2014
Advisor Shares
HYLD seeks to provide investors with a high current income, with a secondary goal of capital appreciation. In addition to investing in the high yield bond market as the fund seeks to generate this tangible yield for investors, the fund can have exposure to the floating rate loan market (20% maximum allocation) and the equity market (20% maximum allocation).
August 05, 2014
Sprott Asset Management
Gold has endured for thousands of years and gold can protect against currency devaluation, inflation, financial crises and provide a long-term store of monetary value. In our white paper, learn why China and Eastern Central Banks are accumulating gold at an increasing rate, and why we believe that having an allocation to gold in your portfolios can be a valuable component in a well-structured wealth management strategy.
Invesco
Macro strategies generally look to provide consistent returns in all market environments, and typically target equity-like returns with significantly lower volatility. Macro strategies can be used as a core allocation or as a diversifier to a more traditional portfolio.
Is your firm paying competitive compensation and employee benefits? Find out now by ordering the 2013 Compensation & Staffing Study, which highlights comprehensive compensation benchmarking data on 24 advisory firm job positions and outline current trends in owner compensation.
Our bi-annual study on the financial performance of advisory firms provides industry benchmarks on advisory firm financials including common-sized income statements, balance sheet and key performance ratios.
The industry's first-ever succession planning study offers key strategies for increasing the transferability & value of your business, while also highlight financing and valuation options.
The 2013 InvestmentNews Adviser Technology Study provides actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth. This research solves for a critical need for independent advisers, given how fragmented the independent adviser business can be and the absence of a comprehensive resource for assessing the best practices and procedures of peers.

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