White papers and reports

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

A unique value proposition quickly tells investors what you offer and why they should work with you. Pershing's groundbreaking research now reveals what works-and what doesn't-in communicating your value to investors.
In today's financial world, secure and compliant electronicprocessing can transform a business and positively impactworkflow efficiencies as well as business enhancements.
Principal Funds
What's ahead for emerging markets? Find out what 700 institutional investors from around the globe see for the future of emerging markets in this new white paper from CREATE-Research and Principal Global Investors.
September 11, 2014
This report explores the case for a European growth story as well as where prospects are strongest, where challenges persist and how investors can navigate the eurozone recovery.
Investment grade and high yield municipal bonds posted positive price returns for the second consecutive quarter.
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.
These articles from Investments & Wealth Monitor focus on increased tax rates and investment strategy, the price of safe withdrawal rates, and retaining family assets after wealth transfer. Holding true to the Investment Management Consultants Association® (IMCA®) 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.
Over the past two decades, the Chinese government has started to loosen its control over SOEs and/or restructure them via public listing. Yet, following the smooth leadership transition last year, the new Xi-Li leadership has acknowledged the importance of SOE reform to produce long-term efficiency gain for the wider economy and laid down an important roadmap to accelerate SOE reform.
Hennessy Funds
Natural gas is undergoing a revolutionary transformation. Due to advances in drilling technology, vast amounts of the commodity have been unlocked. With a 100-year supply within the U.S. borders and under America's control, natural gas is quickly replacing other fossil fuels as America's energy source of choice.
August 27, 2014
Hennessy Funds
As Prime Minister Shinzo Abe and his Liberal Democratic Party exercise majority control of the Japanese government, they have a unique opportunity to freely implement the "Three Arrows" of "Abenomics", a three-pronged economic reform effort targeted at reversing almost two decades of slow growth and deflation in the world's third largest economy. Early signs have been positive, and if Abe and his supporters are successful, Japan could become a compelling investment opportunity for the foreseeable future.
August 27, 2014
Hennessy Funds
In our experience, focused or concentrated mutual funds have the potential to outperform without increasing portfolio risk. Interest in funds with a narrower portfolio composition is gathering investors' attention. The loss of an estimated $20 trillion of wealth from the Great Recession has caused many investment advisors to reassess the conventional wisdom that has guided portfolio allocation for decades. One solution that is receiving increased attention is the inclusion of focused mutual funds-either as satellite holdings or core replacement options-in portfolio allocations.
Artisan Partners
Investors debating the merits of active versus passive management may be missing a key element: Not all active managers are truly active.
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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