White papers and reports

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

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.
T. Rowe Price
Global bond markets defied consensus predictions in the first half of this year. But with more muted returns expected for the rest of 2014, investors already may have earned the bulk of this year's returns. Investors should expect to earn coupon yields.By clicking on the submit button I understand that my name and contact information can be provided to any sponsor(s) of the white paper and that the sponsor(s) may contact me directly about their products or services.
A cyclical approach to US equity diversification.
These articles focus on how policy decisions around the world have driven financial markets, alternatives to treasuries in a low-yield environment, and how you can educate your clients on the gold standard.
Value Line Funds
When investors think of growth companies, high-flying, large tech stocks, such as Facebook, Google and Apple, often come to mind. By definition, growth stocks have faster earnings growth and, therefore, higher valuations, but many also offer a more predictable pattern of growth with less price volatility and smoother returns over time. Furthermore, many of these steady growth stocks have historically outperformed peers over the long term.
Until recently, the opportunity to invest in Venture Capital backed private growth companies (PGC) was only accessible to institutional investors and high net worth individuals with connections to the Venture Capital industry. However, ongoing changes in legislation (such as the JOBS Act), the emergence of alternative trading platforms, and new fund structures have finally brought this alternative asset within the reach of all investors.
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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