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Spotlight News



PRIVATE MARKETS AND ALTERNATIVE YIELDS (Podcast)

Sponsored by Macquarie Asset Management

Explore Macquarie’s The Sharpe Advisor (Resource Library) including their Think Again Podcast for a discussion on private markets and alternative yields with Mark Perry of Wilshire and Macquarie’s Milissa Hutchinson.

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THE WAR FOR THE 9% (Video)

Sponsored by Macquarie Asset Management

Watch Macquarie's explainer video for a look at how the mass affluent are reshaping the advice industry.

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Investment Consulting Center
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Articles and White Papers

MACHINE LEARNING FOR INVESTMENT MANAGEMENT  

From the Investments & Wealth Monitor

This article provides a primer on the topic of machine learning to familiarize advisors with how it works and explores some of its applications to the world of investment management.

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CRYPTOCURRENCIES AND DIGITAL ASSETS: MARKET STRUCTURE, RISKS, AND OPPORTUNITIES    

From the Investments & Wealth Monitor

Digital assets can add return to a diversified portfolio and extreme volatility can work to investors’ favor; however, investors need to understand both the risks and the opportunities.

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CAPITALISN’T: THE SMOKE AND MIRRORS OF ESG INVESTING   

From Chicago Booth Review

IWI Executive Education Partner

Environmental, social, and governance investing, also known as ESG, has exploded in recent years. It promises to help us solve problems such as climate change and inequality, all while allowing investors to still turn a profit. But BlackRock’s former global chief investment officer for sustainable investing, Tariq Fancy, says it isn’t what’s being advertised. Recently, he penned a blog post claiming that not only are ESGs not making societal problems better, they may actively be making them worse.

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THE BIG FIVE PERSONALITY TRAITS: UNDERSTANDING CLIENTS' PERSONALITIES TO SUPPORT SUCCESSFUL OUTCOMES    

From the Investments & Wealth Monitor

Understanding personality traits and individuals’ information- and advice-seeking behaviors can help advisors provide a service offering that is effective and appreciated.

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COMMUNICATING CLEARLY ABOUT INVESTMENT OBJECTIVES AND RISKS   

From the Investments & Wealth Monitor

Effective investment management requires clear communications to ensure that risks are understood and are consistent with client goals and objectives.

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INFRASTRUCTURE AND TAX PROPOSALS LIFT MUNI MARKET’S PROFILE      

Sponsored by American Century Investments

The American Jobs Plan and Made in America Tax Plan, which propose infrastructure spending and corporate tax hikes, will likely boost the outlook for municipal bonds (munis) and the broad economy.

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THE FED, INFLATION AND INTEREST RATES: WHAT’S AHEAD?

From Knowledge@Wharton

IWI Executive Education Partner

Wharton’s Christina Skinner talks with Wharton Business Daily about the key takeaways from Federal Reserve Chairman Jerome Powell’s Jackson Hole address.

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APFI WHITE PAPER ON INTERNATIONAL ACCREDITATIONS FOR FUND SELECTORS  

From the Association of Professional Fund Investors (APFI)

A detailed review of the principal international financial certifications and APFI's recommendations for global fund selectors.

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FINANCIAL ADVISOR FEE TRENDS AND THE FEE COMPRESSION MIRAGE 

From the Investments & Wealth Monitor

Research on financial advisor pricing models has provided insights into how much advisors are charging and the types of  pricing options offered.

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THE FUTURE OF WEALTH MANAGEMENT   

From the Investments & Wealth Monitor

Wealth advisors will need to anticipate changes and adapt their practices to respond to the every-changing wealth management landscape and meet clients’ goals.

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CRYPTOASSETS: THE GUIDE TO BITCOIN, BLOCKCHAIN, AND CRYPTOCURRENCY FOR INVESTMENT PROFESSIONALS  

From the CFA Institute Research Foundation, Sponsored by Bitwise

This report provides the inquisitive investor with a clear-eyed guide to crypto and blockchain: what they are, what they are not, and where they might go from here.

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HOW THE $1 TRILLION INFRASTRUCTURE BILL WOULD IMPACT THE ECONOMY

From Knowledge@Wharton

IWI Executive Education Partner

Jon Huntley from the Penn Wharton Budget Model speaks with Wharton Business Daily about the potential impact of the $1 trillion infrastructure bill recently passed by the U.S. Senate.

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WHAT DOES IT TAKE TO CREATE FINANCIAL PRODUCTS THAT CAN SAVE THE PLANET? 

From Yale Insights, the Yale School of Management

IWI Executive Education Partner

Investors are increasingly eager to contribute to solutions for climate change and other environmental problems. But they are also looking for familiar structures, acceptable levels of risk, and competitive returns.

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Institute Blog: Investment Sense


Professional Development

COURSE PREVIEW: INVESTMENT MANAGEMENT ESSENTIALS 

Online Course

Preview the Investments & Wealth Institute's Investment Management Essentials course which provides fundamental knowledge and skills required for success in investment-centric roles. This complimentary preview to the introductory module outlines the course, its learning objectives, and your role as an investment management professional.

Start Your Preview

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Institute Announcements

  • The Institute and Association of Professional Fund Investors Form Strategic Alliance

    CIMA® Certification recognized as global standard for fund allocators. Two associations for investment practitioners who are committed to competent and ethical practice of investment management analysis and fund allocation have formed a multi-year strategic alliance to raise the bar of professionalism ...
  • BeFi Barometer 2021: Advisors Witness Increase in Behavioral Biases Among Clients Amidst Pandemic

    In a year characterized by ongoing uncertainty from the COVID-19 pandemic and heightened retail investor interest in the markets, financial advisors reported a surge in behavioral biases among clients, according to the BeFi Barometer 2021. This is the third year of the survey commissioned by Schwab Asset ...
  • Industry Leaders Assemble Together to Educate Advisors on the Benefits of Behavioral Finance

    For the third year in a row the Institute is proud to celebrate Behavioral Finance (BeFi) Week, October 4-10, 2021. In a time of unprecedented social and economic uncertainty, more financial advisors are using behavioral finance techniques to help clients stay focused on their long-term goals. The ...


Online Education and Podcasts

ETHICAL MANAGEMENT FOR FOUNDATION & ENDOWMENTS CONSULTING

On-Demand Recording

The marketplace for advisors in the non-profit space is substantial. Advisors and consultants can differentiate themselves by ethically serving these institutions, and facilitating effective fiduciary governance. Scott Thayer, CIMA®, discusses why ethics matters, how to facilitate group decision-making, and how to help govern accordingly.

1 Hour of Ethics CE Credit.

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BAKING BEHAVIORAL FINANCE INTO THE ADVISORY PRACTICE W/ DANIEL CROSBY, PH.D.  

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews Daniel Crosby, Ph.D., Chief Behavioral Officer, Orion Advisor Solutions, on his vision for the future of behavioral finance and why it should be "baked into" the advisory practice. This episode also explores "why you're not that great," the biggest impediments to sound investment-decision making, and the specific types of biases that impact decision-making.

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THE MANY REWARDS OF WORKING WITH ENDOWMENT & FOUNDATIONS CLIENTS 

On-Demand Recording

Join Scott Thayer for a discussion on the endowments and foundations competitive marketplace, private wealth management versus nonprofit consulting and the value proposition for both, advanced topics pertinent to endowments and foundations clients, and necessary business infrastructure requirements for working with these clients.

1 Hours of CE Credit.

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BEHAVIORAL FINANCE THROUGH A PANDEMIC LIFECYCLE W/ OMAR AGUILAR, PH.D.  

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews Omar Aguilar, Ph.D., Managing Director and Chief Investment Officer, Head of Investments at Schwab Asset Management, on the results from the 2021 BeFi Barometer. This episode offers best practices for applying behavioral finance as a means to potentially improve client financial outcomes.

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THE BEST OF BOTH WORLDS: AN INTRODUCTION TO SEMITRANSPARENT ACTIVE ETFS 

On-Demand Recording

Semitransparent active ETFs became available in March of 2020. Ed Rosenberg, Head of ETFs for American Century Investments, discusses how these offerings combine the alpha generation potential of active equities with the structural benefits of ETFs. He provides an overview of semitransparent active ETF strategies as well as the various semitransparent active structures and explains the differences of the trading mechanisms for these ETFs.

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WHAT WE LEARN FROM LOSS W/ RABBI STEVE LEDER 

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews Rabbi Steve Leder, senior rabbi of Wilshire Boulevard Temple in Los Angeles, on his new book, The Beauty of What Remains; How Our Greatest Fear Becomes Our Greatest Gift. This episode explores what can be learned from loss and some important questions around the tough topic of death—grief, legacy, and the beauty of what remains.

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LIFE HAPPENS, PLANS CHANGE: THE IMPORTANCE OF TRANSITIONAL PLANNING W/ SUSAN BRADLEY, CFP® , CEFT®  AND ROSS MARINO, CFP® , CEFT®

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews Susan Bradley, CFP® , CeFT® , and Ross Marino, CFP® , CeFT® , on their new book Shaping Change: How To Respond When Life Disrupts Your Retirement Plan. This episode explores transition planning and how advisors can better serve clients when life takes unexpected turns.

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CAPITAL ALLOCATION IN TAXABLE HNW PORTFOLIOS IN THIS UNCERTAIN TIME

On-Demand Recording

Tune in to this on-demand session to learn about the strategic design of taxable investment portfolios. Explore where family offices may be searching for opportunity and addressing risk given the roaring stock market, low-interest rates, uncertain economic impact of the pandemic, and the potential for higher income, capital gains, and estate taxes.

1 Hour of CE Credit.

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INVESTING DURING AND AFTER COVID: WHAT’S CHANGED, WHAT HASN’T?

On-Demand Recording

The global COVID pandemic changed the way business is being done and will likely continue to alter business practices going forward. How were investment practices and asset management affected and how will they be affected going forward? Have basic investment principles changed? If not, then what is different and how should best practices approach investment from now on?

1 Hour of CE Credit.

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