June 17, 2013

US Balance Sheet Repair: More Difficult This Time

A new white paper from John Greenwood, Chief Economist, Invesco Ltd.

John Greenwood, Chief Economist, Invesco Ltd.

June 12, 2013

Leveraging Service Providers: Making 401(k) Business Scalable and Profitable

A new whitepaper by Guardian Retirement Solutions.

Guardian Retirement Solutions

June 11, 2013

Hedging inflation tail risk

A new white paper, sponsored by Principal Funds, examines the inflation-fighting benefits of real assets. Learn why unanticipated inflation poses the biggest risk to portfolios and what makes an effective inflation hedge.

Principal Funds

June 06, 2013

The End of the Financial Services Industry?

The financial services industry has been evolving ever since its fledgling "modern birth" in
1969. That was when 11 men showed up in Chicago to discuss how they could raise the level
of professionalism in the retail financial services industry. It was the beginning of the College
for Financial Planning. Here we are in 2013, 44 years later, and both the industry and the
consumers are still asking the same question.

Michael Palumbos

June 06, 2013

Breaking the cycle of investment regret

How investors can harness emotions for better investment decisions; a new white paper from Franklin Templeton Investments.

Franklin Templeton Investments

June 06, 2013

An Evolutionary Approach to Portfolio Construction

In the first paper of a new series, An Evolutionary Approach to Portfolio Construction, by Anthony B. Davidow, alternative beta and asset allocation strategist for Schwab Center for Financial Research, examines how to combine fundamental index with active management and traditional market-cap-weighted strategies. The paper reviews the benefits of the fundamental approach, the historical performance of fundamental indexes versus their cap-weighted equivalents, and offers insights on how to incorporate fundamental into client portfolios.

Schwab Center for Financial Research

June 04, 2013

Rx for Japan: Cure structural issues

Brent Bates, portfolio manager with Invesco, on finding value and potential in Japanese stocks.

May 30, 2013

Perspectives on Capital Allocation Looking Beyond the Dividend Yield

Artisan Funds explains the pitfalls of chasing dividend yield and the importance of capital allocation in their new whitepaper.

Artisan Parners

May 30, 2013

An Institutional Approach to Using Global Equity Mutual Funds

Over the past two decades, globalization has transformed the international economic landscape. Fund investors can capitalize on the benefits of global investing by making modest adjustments to traditional asset models. Artisan Partners explains how in their new whitepaper.

Artisan Funds

May 29, 2013

Growth tactics of elite advisers

The decisions that advisers make today-about where they want their firms to go and how they are going to get there-will largely determine the success or mediocrity of their firms for many years to come, according to this white paper from Cetera.

Cetera