White papers and reports

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

Charles Schwab
More and more advisors are seizing the opportunity to create the future they imagine for themselves and their clients. Independence offers unparalleled freedom and control.
The European Central Bank (ECB) recently launched the first round of the Targeted Longer-Term Refinance Operation (TLTRO). While the TLTRO is expected to be the ECB's main mechanism for re-expanding its balance sheet and boosting inflation, it is limited and dependent on the participation of commercial banks.
Growing interest in Socially Responsible Investing (SRI) raises an important question: Does pursuing social goals mean sacrificing performance? A TIAA-CREF analysis shows that SRI indexes delivered market-like returns and risk over the long term. Performance was comparable to broad market indexes, despite using a smaller universe of stocks.
American Realty Capital
This paper provides an overview of several examples of alternative investments. Advisors can use this information to determine which, if any, of these investment solutions might be appropriate for their clients' specific investment goals, given their existing portfolio of holdings and their unique tolerance for risk.
October 21, 2014
Neuberger Berman
Investments that we refer to as "alternative" have moved center stage and account for a growing allocation of investment portfolios.Investors appear to be embracing the characteristics of alternative strategies, such as the potential to outperform across market cycles.
October 20, 2014
We remain bullish on U.S. stocks, but true economic decoupling is unlikely.
October 20, 2014
The old stock market adage of "Sell in May and Go Away" won't cut it these days. You need a consistent, low-risk strategy that will help you take advantage of seasonal trends and continue to generate wealth in retirement portfolios during the sluggish summer months.
Economic growth should accelerate, with improving fundamentals creating the foundation for equities to reach new highs.
October 16, 2014
Crown Philanthropic Solutions
Philanthropy is the most significant practice development opportunity in decades for the advisory community. Have you acted on it yet? Are you prepared? Here is a comprehensive look at what you need to know, why it is important, and what you need to do-now.
As technology changes the way advisers and investors work, communicate and invest, the business and service models of advisory firms, like those of most industries before them, are beginning a radical evolution. This white paper, the second in the three-part Future of Advice series, covers how advisers are planning to develop and position their practices for future growth, and how they expect their business and service models to adapt to changing times.
This whitepaper scans the fixed income markets, examining the high valuations that are the product of years of extraordinary monetary stimulus. How do bond managers cope with the sustained high valuations that limit upside and create significant downside risks?
The International Energy Agency estimates a resurgent U.S. energy industry will become the world's biggest oil producer by 2020, and ExxonMobil predicts North America will become a net energy exporter by 2025. This paper looks at what is behind this boom and at ways long-term investors can participate.
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.