White papers and reports

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

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Principal Funds
This new client-use white paper from Principal Funds examines the primary reasons why interest rates rise and which fixed-income investments may be less sensitive to rate changes.
Denver Investments
This white paper analyzed stock performance for companies before and after their adoption of LGBT-inclusive workplace policies and discovered a long-term trend toward outperformance of companies relative to their respective sector peers after adopting LGBT-inclusive workplace policies.
Thomas White International
For emerging market investors more familiar with the warm summer glow of above normal returns, recent years have been an unusually long winter. Emerging markets, one of the most favored asset classes during the last decade, have lagged the developed markets in three out of the last four years.
February 26, 2015
IMCA
Why do we make decisions that aren't always in our own best interest? This group of articles from the Investments & Wealth Monitor takes a fascinating look at behavioral finance and behavioral portfolio management. Holding true to Investment Management Consultants Association®'s reputation as the provider of advanced financial education, these articles are a sample of the content found in IMCA's Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) credentials, conferences, membership, and publications.
February 26, 2015
IMCA
Active versus passive-the debate continues. This group of articles looks at past empirical research, an active share update, and passive and fundamental index investing. Holding true to Investment Management Consultants Association®'s reputation as the provider of advanced financial education, these articles are a sample of the content found in IMCA's Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) credentials, conferences, membership, and publications.
Nationwide Retirement Institute
The value difference between an optimized plan and claiming early, a new white paper from the Nationwide Retirement Institute.
Principal Funds
This white paper, sponsored by Principal Funds, helps educate your clients on the potential benefits of using liquid alternatives in their portfolios. Included in the paper are definitions of common alternative strategies and an overview of different market environments in which each strategy is expected to perform.
Trust Company of America
A new white paper from Trust Company of America.
February 09, 2015
Thornburg Investment Management
Outcomes often aren't linear or rational. Spread your risks and ensure that you're adequately paid for those taken. Thornburg CEO Brian McMahon explains.
Principal Financial Group
The impact of rising interest rates; a new white paper from Principal Financial Group.
Cetera Financial Group
The advisory practice of the future is alive and well today, but most firms have not future-proofed their practices to stay ahead of the curve. Are you prepared to adapt to the shifting landscape?
Securian Financial Group
Many advisors are learning, to their dismay, that losing clients as a result of wealth transfer events can bring a tremendous loss of productivity to a practice. Advisors who have built client relationships over decades risk watching assets vanish when it comes time for an asset transfer. This white paper explores how advisors can protect their practices and better position themselves for asset transfers.
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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For more information on posting your research on our website, contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.