We define success in investment management as beating a benchmark. But if your clients don’t achieve their goals, it doesn’t matter whether you beat the benchmark, argues Ashvin Chhabra, President of Euclidean Capital.
Annual leisure travel spending by retirees aged 65 and older is expected to surge by 47 percent over the next two decades, a new Merrill Lynch study found. But many retirees don’t know how they’re going to fund this leisure.
Will socially responsible investing remain a niche or find broader appeal? Steve Lydenberg of Domini Funds argues the strategies will earn a mass following as they are based on macro themes of fundamental changes in the environment and society.
Recent statistics show markedly improved longevity rates. Between 1985 and 2010, the number of people living past age 90 tripled and will quadruple in the next 40 years. In addition, death rates for various diseases including the two leading killers (heart disease and cancer) have decreased from 38% to 13.5% over the past 10 years....More
You make sure you practice good diversification techniques when advising your clients on their portfolios. Now, with this webinar, you can discover a key way to diversify your practice, with a wider client base that is geared for future growth....More
Investors tend to look at portfolio risk in terms of geographic exposure or asset classes—but that's not always an accurate gauge. Taking a broader view of risk assessment can provide a better sense of how the portfolio will perform in volatile markets....More