In a volatile climate, advisors have much to gain by harnessing data more effectively. From cost savings to improved forecasting, the benefits of data aggregation and data analysis can be considerable. Download this white paper to learn how to use data to better support your clients.
Today’s market and regulatory environment is putting pressure on many financial advisors. To maintain productivity and revenue levels, many advisors need to increase their books of business. However, regulatory pressures are also requiring they spend more time with each client. More than ever, advisors are relying on technology to help meet these growing demands. Read the report.
In this paper we will explore these industry dynamics and how successful advisors of the future will evolve their value proposition from making investment product recommendations to meeting the digital expectations of the consumer while also engaging clients in a more comprehensive conversation about the important goals and aspirations they have for their wealth— delivering a lifecycle of advice. This unique industry inflexion point is what we see as the Fiduciary Opportunity.
Advisory firms rethinking their approach to consumer-centric digital solutions will want to gravitate toward highly-engaging tools that meet the demands of different client segments. A successful transition includes eight steps that comprise a path toward embracing digital.
Recent market volatility has prompted many advisors to mount an aggressive stance against portfolio risk. But a better time to address risk and volatility is during portfolio construction. Being proactive, rather than reacting to market conditions, can position client portfolios to limit downside losses and participate in the prospective upside.
Registered investment advisors, tasked with making money for their clients, also must be mindful of their own bottom line.1 Those who are most successful are particularly adept at marshalling their resources to concentrate on revenue-generating activities. According to a recent study, 75% of their efforts comprise managing investments, expanding existing client relationships, and garnering new opportunities.
For Advisor Use Only - Understanding the dimensions of risk is critical to both constructing a portfolio and evaluating managers. The goal of this research brief is to provide a deeper understanding of one particular dimension of portfolio risk: tracking error.
The goals of this research paper are several: first, to measure the statistical significance of every percentile in the cross-sectional (i.e., across a given Morningstar category) distribution of alphas; second, to use the statistical significance percentile data to designate particular Morningstar categories as candidates for either active or passive management; and third, to conduct predictive analysis along several dimensions to formulate an a priori decision rule for selecting funds with the highest probability of future outperformance.
This is the second in a series of white papers discussing how the aggregation and integration of investment performance data can create a new paradigm of insight, holistic investment advice for nonregistered investment advisors.
While there are multiple segments of the $3.5 trillion endowment and foundation market, this paper is directed to foundation and endowment organizations that provide investment advisory services. These organizations are typically exempt from registration under the Investment Adviser Act of 1940.