White papers and reports

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

Your technology affects how you find the best investments for clients, build strategic portfolio recommendations, and create proposals to win new business. But with so many available platforms and providers, how do you find the systems that best fits your practice? Download Morningstar’s free guide to take the next step toward a tech-savvy practice.
February 05, 2016
Analyzing the relationship between beta and returns reveals that investors generally aren't compensated for the risks associated with higher beta stocks. Over time, lower beta stocks tend to offer the most attractive returns, Thornburg’s research shows.
What should bond investors look for in the current fixed income environment? Baird’s Senior Portfolio Manager Warren Pierson discusses Fed policy, risk and why he’s not making bets on where interest rates are headed.
January 29, 2016
The top articles from the 2015 issues of IMCA’s Investments & Wealth Monitor demonstrate the range and depth of content IMCA has become well known for providing. Articles focus on the trinity of asset location, tactical investment management, global portfolio management, and behavioral dynamics in goals-based investing. Holding true to IMCA’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.
This joint white paper from Hootsuite™ and Smarsh® examines how members of the financial services industry can approach social media in a way that engages customers, and maintains compliance.Read this white paper for tips to develop a social media strategy, establish policies and procedures, and find low-risk ways to monitor online activities.
This whitepaper, written by Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, provides in-depth analysis on the use of leading economic indicators in portfolio management. SSN advisors benefit from the expertise that LTAM has developed over the past several decades of money management amid various market conditions.
Download the new report where SEI joins forces with Bob Veres of Inside Information, to assess the current landscape and explore pricing trends and strategies to help advisors implement a fee model that reflects their value proposition and supports their business objectives. Primary research among advisors and consumers helps shape these views.
Thomas White
For seasoned investors that believe in turning volatility into opportunity, the analysts at Thomas White offer their take on how to potentially benefit from the current currency turmoil. Which foreign companies may outperform in the currency market conditions expected in 2016? Read the white paper from Thomas White International to learn more.
Global monetary crosscurrents amid structural economic challenges are generating considerable market volatility around the world. Investors will have to negotiate rising liquidity risks and market turbulence ahead.
January 12, 2016
IN Research, TD Ameritrade Institutional
Much has been written about the need for advisory firms to add 'NextGen' advisers to help stem a potential long-term industry talent shortage - and ultimately build a bridge to the next generation of clients and investors.However, new research from InvestmentNews and TD Ameritrade Institutional shows that an increasing number of firms are looking to add NextGen advisers in 2016 – and that there is a significant short-term impact when firms bring NextGen talent into their organizations. Most notably, firms that have NextGen advisers appear to be growing faster than firms that do not - and are ultimately more successful in increasing revenues and improving profitability. Download this white paper to learn more.
Credit Suisse
The components of even seemingly diversified portfolios can become increasingly correlated during periods of elevated market stress. Managed Futures is a unique investment strategy that can provide access to new sources of return while delivering important diversification benefits that may help improve portfolio performance over time. Credit Suisse Asset Management recently published a new paper that addresses some key questions about investing in managed futures: • How and why do managed futures strategies work?• What is the difference between various managed futures investment styles?• What considerations are important when evaluating a managed futures strategy?• How can managed futures help protect portfolios during crisis periods?
Download Part 3 of Morningstar's Guide to Holistic Financial Planning to learn how emerging and evolving technologies make it easier than ever for advisers to provide holistic advice that helps generate better client outcomes. From financial planning and goal setting to data-gathering, portfolio optimization, communication, and more, technology can help advisers attract new clients and solidify existing relationships.
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 Mary Meagher at (212) 210-0115 or mmeagher@investmentnews.com.