White papers and reports

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

Alternative investments may include asset classes such as private equity, currencies, commodities, real estate and bank loans, as well as investment strategies such as long/short equity, market neutral, global macro, and hedged equity.
AR Capital
Opinions differ as to what constitutes Durable Income. For example, is investing in traditional fixed income such as in government treasury or in corporate bonds the same thing as investing in Durable Income? The answer is a resolute no.
Allianz Life Insurance Company
How index variable annuities may help support a balanced portfolio.
This special report offers an overview of the participants, concepts and working terminology that play a role in liquid ETF trading.
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.
The outlook for developed economies is for a gradually strengthening recovery led by the US, with the UK and Japan as an intermediate pair, and with the euro-area lagging considerably behind.
Cadaret, Grant & Co., Inc.
Independent advisers have experienced significant growth over the last decade - but these new opportunities will present advisers and firm owners with perhaps the most difficult task they have ever faced: Aligning themselves with the right clients. This white paper, co-developed by Cadaret, Grant & Co., Inc. and InvestmentNews Research, explores how the selection and on-boarding of the right clients will facilitate faster, higher-quality growth rates, and ultimately more significant profit margins and greater enterprise values.
Money Management Institute
InvestmentNews recently sat down with a panel of industry experts for a wide-ranging discussion of managed solutions-how they have developed, what they mean for advisors and for clients, and where they could be going.
Nuveen Asset Management
The rapid growth in U.S. Energy production has not been seen in decades.
Millennials don't remember the internet and high-tech investment boom. They were children at the time, more interested in cartoons, sports, and sleepovers than the state of the financial markets.
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.

Share your research with the investment community and stand out as a thought-leader.
For more information on posting your research on our website, contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.