Identifying Investment Opportunities: How the Experts Do It

Posted by Chris Stuart, CFA

August 6, 2019 at 10:00 AM

One of the hardest tasks for advisors is identifying investment opportunities for your clients that check the right boxes. Sure, names like Apple, Microsoft, and Facebook seem like a safe bet. But it’s the diamonds in the rough that can elude even experienced investment professionals. So, where do you begin when it comes to sourcing fresh ideas?

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Topics: Asset Management & Investing

Keeping Up with Impact Investing Strategies in a Growing SRI Universe

Posted by David Prendergast

February 12, 2019 at 10:00 AM

A 2018 report from the U.S. Forum for Sustainable and Responsible Investment found that, in the U.S. today, $12 trillion in client assets are held in socially responsible investing (SRI) offerings—a 38-percent increase over the $8.7 trillion in 2016. The study also says that $46.6 trillion in total assets are under professional management nationally. What does this mean? One in four managed dollars in the U.S. has a sustainable, responsible, or impact focus.

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Topics: Asset Management & Investing

Analyzing Prospective Client Portfolios in 4 Steps

Posted by Brian Brelinsky

August 29, 2018 at 1:30 PM

Here's a scenario I think you'll be familiar with: at the end of a productive meeting, a prospective client hands you a pile of her current investment statements. You haven't yet secured her business, so analyzing these documents will be crucial in convincing the prospect to leave her current advisor. But what's the best way to approach this task?

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Topics: Asset Management & Investing

Model Portfolios for Investment Management: The Key to Efficiency?

Posted by Duane McDonald, ChFC, AIF, RICP

August 22, 2018 at 1:30 PM

To grow a successful fee-based practice, efficiency is key. But the more new assets you convert to fees, the more time consuming it becomes to invest and manage them. Many advisors solve for the time dilemma by outsourcing investment management, but many others prefer to have more control over their investment portfolios. If you fall into the latter category, what can you do?

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Topics: Asset Management & Investing

3 Tips for Managing Cash in a Rising Rate Environment

Posted by Nicholas Follett

August 21, 2018 at 10:00 AM

After a decade of accommodative monetary policy, the Federal Reserve (Fed) has been gradually increasing the federal funds rate. With the markets expecting two more hikes this year and possibly just as many next year, the opportunity set on the short end of the curve is only increasing. Simply looking at Treasury yields articulates this point (see Figure 1).

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Topics: Asset Management & Investing

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