Literature Type: White Papers

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White Paper: The Fiduciary Opportunity
Industry White Papers, White Papers, Misc Downloads
Format: pdf
Publication Date: 12/16

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.

White Paper: Managing Volatility—A Little Planning Goes a Long Way
Industry White Papers, White Papers
Format: pdf
Publication Date: 07/16

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.

The New Frontier of Managed Accounts: A Fund Strategist Portfolios Primer
White Papers
Format: pdf
Publication Date: 10/13

Fund Strategist Portfolios (“FSPs”) can provide advisors access to investment strategists who construct distinct portfolio solutions to help meet the ever increasing demands of today’s investors. They typically comprise a set of mutual funds and/or exchange-traded funds (ETFs). FSP solutions espouse various approaches to portfolio construction and asset allocation: whereas most FSP portfolios employ a long-term, strategic asset allocation approach, others take a dynamic or tactical approach and actively shift allocations in order to take advantage of short-term market movements.

The New Frontier of Managed Accounts
White Papers
Format: pdf
Publication Date: 10/13

So how can advisors meet investors’ needs, stay on top of emerging best practices—and still have time to select great investment products in a rapidly changing, globally connected complex and even chaotic marketplace? One way is to outsource to a new type of investment product that manages both product selection and asset allocation, called a Fund Strategist Portfolio (“FSP”).

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