White papers and reports

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

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July 02, 2015
Neuberger Berman
The greater the risk, the more risk management matters. The higher financial asset prices go, the more investors need active management and strategies that manage downsideexposure. That’s just common sense.
First Clearing
Look up “retirement” in the dictionary, and you’ll find a definition similar to this one: “withdrawal from one’s position or occupation or from active working life.” But in the wake of the Great Recession, these dictionary definitions need rewriting.
Visium Funds
While shareholder activism has been maligned in the past by the corporate world as a way to reap short-term gains at the expense of long-term shareholders, the practice is now enjoying an increasingly positive reputation.
Riskalyze
One of the biggest challenges that advisers face when working with their clients is properly setting and managing expectations for portfolio returns. Learn how to gain ROI by talking about risk instead of returns, leading to greater practice efficiency, increased productivity and higher levels of client trust.
Thornburg
The “high-yield municipal” asset class is something of a misnomer.
Riskalyze
One of the biggest challenges that advisers face when working with their clients is properly setting and managing expectations for portfolio returns. Learn how to gain ROI by talking about risk instead of returns, leading to greater practice efficiency, increased productivity and higher levels of client trust.
SharesPost Investment Management
Investing in private companies can offer a number of benefits to investors including access to an asset class that has a low degree of correlation to the broader markets, diversification and the potential for sizable returns.
Thornburg
Over the past eighty-seven years, dividends have accounted for over 40% of the total return for the S&P 500 Index. The importance of dividends has been an often overlooked part of investing, but will continue to come to the forefront as baby boomers prepare for retirement and look for high and growing income-generating investments.
Neuberger Berman
The task of balancing equity risk with the goal of achieving meaningful returns is top-of-mind for many investors. The search is on for strategies that can fill this role, whether through asset allocation or choice of securities within the equity space.
Scout Investments
Read Scout’s process overview paper for details on four key attributes that portfolio managers look for in companies they select for their focused emerging markets fund, plus learn why one consumer discretionary company holds a significant position in the portfolio.
Cadaret Grant
A central underpinning of classical economic — and investing — theory is that people act rationally to secure outcomes in their best interest.
First Clearing
Neuroeconomics is a new science that studies how people make financial decisions. Advisers who have an understanding of this science can translate it into how they relate to their clients. Learn more about the insights of neuroeconomics with First Clearing’s White Paper, “The Silent Value: Advice for the 21st Century.”
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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