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White Papers

 

September 2013  
Rising Rates: Challenge and Opportunity Janus

Is the prospect of rising interest rates making your clients nervous about fixed income? Periods of rising rates are normal and can actually create opportunity for fixed income investors. Read Janus' new whitepaper for timely insights and strategies to potentially help your clients benefit from the opportunities created by this type of environment.
 

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September 2013  
Navigating a Changing Interest
Rate Environment
Dreyfus
Over the past five years, a series of extraordinary market events followed by an unprecedented level of monetary policy intervention have led fixed income investors to an interest rate crossroad. We examine risks you know and risks you may not be aware of.

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September 2013  
Energy MLP's.
Pick a Subsector, Any Subsector.
ClearBridge
Greater capitalization. More liquidity. The energy MLP market has grown steadily, with good reason: our constant demand for energy. While oil prices go up and down, volume has stayed consistent. Production is increasing. And the infrastructure is needed to support it. Add some risk, and you've got an investment which could fit in a diversified portfolio.

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September 2013  
Investing for Real People Oppenheimer
Investor goals are the same, but the solutions have changed.
  • Today, aiming to meet basic needs requires new solutions.
  • Laser focus on investor goals will help uncover appropriate investment opportunities.
  • Expanding the opportunity set beyond the usual suspects will be critical to long-term success.

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September 2013  

Wealth at Risk: How High Net Worth Families Overpay to Be Underinsured
 
ACE Private Risk Services

By failing to update their personal insurance program to reflect the wealth they have built, many high net worth families have insurance policies full of wasteful spending and dangerous gaps in coverage. This new white paper identifies the key areas of overspending and underinsuring based on a survey of more than 600 insurance advisors.  It shows how families can take advantage of savings opportunities and strengthen coverage to achieve more effective protection, often without a significant increase in premiums.
 

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September 2013  
Prospecting Best Practices:
Effective and Efficient
High Net Worth Insight
 
The most successful private wealth advisors are able to identify opportunities in their territory with a high likelihood to close and have the insight to react quickly to win the client This white paper highlights several of the innovative prospecting methods being used by elite private wealth advisors to find and attract new clients. To learn how High Net Worth Insight, a service of the Financial Times, will improve your book of business, sign up for free trial access at hnwinsight.com.

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September 2013  
ETF Performance & Perspectives:
Thought Leadership from
S&P Capital IQ
S&P Capital IQ
ETF Performance & Perspectives.  This report contains ETF commentary, S&P Capital IQ model portfolio performance, and Trends & Ideas articles that were originally published on MarketScope Advisor.


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