White papers and reports

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

Neuberger Berman
Commodities is a unique asset class, with different drivers of return than traditional investments such as stocks and bonds.
July 30, 2015
Despite the end of quantitative easing by the U.S. Federal Reserve, global monetary policy continues to impact bond investors. Artificially depressed yields on government-related securities make traditional core fixed-income strategies less effective in achieving total-return objectives.
Western Asset
In our previous note, we discussed the “Alice in Wonderland” nature of negative interest rates. Indeed, the concept of negative-yield, long-dated German bunds 1 struck us as a potentially unfathomable “rabbit hole.”
Western Asset
US GDP data have disappointed yet again. Since mid March, the Bloomberg consensus forecast for 2015 GDP growth has fallen from 2.8% to 1.9%.
TIAA - CREF Asset Management
Couples represent 60% of the average adviser's business—but one partner often dominates the adviser relationship. Learn how to build enduring relations with both partners.
Temenos Advisory is an independent RIA firm offering financial planning and investment management services to individuals and families
Western Asset
We constantly hear that managers do not outperform their benchmarks. While this may be true in the large cap equity space, it is decidedly false in fixed-income.
Charles Schwab
Automated investment management is one of the most important new trends independent advisers are considering at the moment.
Dividend strategies have gained a foothold with equity investors seeking outperformance potential and attractive yield.
Often overlooked, small caps have a track record of outperforming large caps, and they could be a valuable addition to your clients’ diversified portfolios. Read our white paper to discover how small-cap stocks may enhance your clients’ risk/return profiles.
The Advisor Center
Experience tells us that financial advisers often outgrow their current situations over time, whether they are operating under employee models or as independent contractors/advisers.
TIAA - CREF Asset Management
“To” vs. “Through”? Learn why target-date funds with a “Through” retirement glidepath design can be more effective in addressing longevity risk. Our research shows the potential for “Through” designs to provide larger savings accumulations and additional years of retirement income, based on their higher equity exposure.
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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