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Spotlight News



EXCHANGE RATE CHANGES AND ESG: PREDICTING EXCHANGE RATE CHANGES USING COUNTRY ENVIRONMENTAL, SOCIAL, AND GOVERNANCE RATINGS           
 

From the Journal of Investment Consulting

This article examines the ability of country ESG ratings, which assess a country’s performance on environmental, social, and governance (ESG) risk factors, to predict future one-year and two-year exchange rate changes.

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CAMPBELL R. HARVEY, PHD: EXAMINING QUANTITATIVE INVESTMENT STRATEGIES          
 

From the Journal of Investment Consulting

In March 2021, Campbell Harvey spoke with members of the Journal of Investment Consulting editorial advisory board about quantitative investment strategies.

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Articles and White Papers



FINANCIAL PREFERENCES AND PRIORITIES BY DEMOGRAPHIC GROUP   

From the Investments & Wealth Monitor

An analysis of demographic groups and how they differ regarding financial well-being, attitudes, and life circumstances can open new opportunities for advisors.

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WEALTH IN THE TIME OF COVID: CONTEXT AND CONVERSATIONS FOR SUCCESSFUL TRANSITIONS    

From the Investments & Wealth Monitor

Emotions can be heightened during a crisis like the pandemic, so advisors need to be ready to help founders, families, and newly wealthy individuals focus on their relationships with people, planet, and community.

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HOW TO HOLD FOREIGN CORPORATE INSIDERS ACCOUNTABLE          
 

From Knowledge at Wharton

IWI Executive Education Partner

A research paper co-authored by Wharton’s Daniel Taylor formed the basis for a bill in Congress that aims to level the ground on insider trading disclosures.

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MILLENNIAL BOOM: DEMOGRAPHICS POINT TOWARD ECONOMIC GROWTH          
 

From the Investments & Wealth Monitor

Baby boomers supercharged the economy with demand for housing and consumption goods; now millennials are setting the economy up for a surge in home equity as stocks and bonds are setting up to take a hit.

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BALANCING INNOVATION AND PROTECTION: UNDERSTANDING THE LANDSCAPE FOR DEFI REGULATION 

2022 Governance Insight Award Honorable Distinction, Research of Interest

This paper explores the current landscape of crypto regulation as well as the potential consequences of future innovations in the blockchain and cryptocurrency space.

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DEFINING WEALTH MANAGEMENT: KNOWLEDGE AND SERVICE CAPABILITIES REQUIRED FOR TODAY’S FINANCIAL ADVISORY PRACTITIONERS AND WEALTH MANAGEMENT TEAMS        
 

From Investments & Wealth Research

The new report defines knowledge and skills required of professional wealth management practitioners and serves as a blueprint for teams and firms to deliver competent, ethical advisory services to the public.

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Latest Discussions

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Online Education and Podcasts


HOW INVESTORS ARE USING REAL ESTATE TO FIND YIELD      

On-Demand Recording

Are your clients looking for higher yield investment options? Join Black Creek Group to learn how private commercial real estate has historically provided higher yield compared to public real estate, equities, fixed income or cash over the last 20 years, what drives yield in private real estate and the differences between public and private real estate.

1 Hour of CE Credit.

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ALLOCATING TO EMERGING MARKET EQUITIES     

On-Demand Recording

In this session, two members of GQG Partners' portfolio management team will be discussing how to think about the ways to participate in EM equities from passive investments to actively managed solutions and the importance of individual stock selection. They’ll also share their views on managing risks associated with EM equities, particularly given current geopolitical tensions and ideas on screening for EM equity growth opportunities.

1 Hour of CE Credit.

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PRIVATE MARKETS FOR ADVISORS  

Online Course

This assessment-based certificate program provides advisors with the knowledge, skills, and capabilities to enhance portfolio-return potential through private market exposure. This course is designed for professionals who wish to learn valuable best practices to implement alternative strategies into their practice.

12 CE Hours + a certificate.

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THE TRUST MANDATE   

Exceptional Advisor Podcast

Herman Brodie, the founding director of Prospecta Limited and author of The Trust Mandate, discusses how investment advisors can build trust with their clients and how investment advisors can address two key behavioral issues of great concern to their retired and soon-to-be-retired clients.  

Listen Now


TAX ADVANTAGES OF 1031 EXCHANGES  

On-Demand Recording

Taxes on the sale of appreciated real estate may be significant. A 1031 exchange is one of the most effective investment tools for real estate owners looking to defer capital gain taxes on the sale of appreciated investment properties. Join Black Creek Group as they discuss how 1031 exchanges allow your clients to defer taxes on the sale of the investment property while also maintaining their exposure in the real estate sector.

1 Tax & Regulations Hour.

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THE FUTURE OF EMERGING MARKETS AND THE GROWING DIGITAL REVOLUTION 

On-Demand Recording

With the internet becoming increasingly affordable and accessible, billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume online for the first time. The result of this rising middle-class consumer wave has transformed economies and produced new internet giants equal to or larger than their U.S. counterparts.  Dive into the greater influence of this new consumer wave and the fundamental changes taking place in developing economies, their preference for online shopping via the smartphone and how Gen-Z will drive the next leg of this growing digital revolution.

1 Hour of CE Credit.

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Blogs



SEC CRACKS DOWN ON ESG ‘GREENWASHING’    
 

From Washington Insights, June 2022

This month’s Washington Insights column examines the recently proposed rules by the Securities and Exchange Commission that would tighten the rules requiring disclosure of environmental, social, and governance factors used in mutual fund names and in Form ADV disclosures by registered investment advisers.

Read at Washington Insights

Institute Blog: Investment Sense

  • In retirement, there are at least nine risks that households will face. Those include systematic risks: including political (public policy and inflation) and business (market, issuer, income) and unsystematic risks: including behavioral (spending) and chance (household shocks, heath care and...
  • The past 18 months will be written about in the history books and taught in schools; movies will be made, and books written. In addition to our personal...
  • Protect, Live, Dream Odysseus, the Greek king of Ithaca, is best remembered for his arduous 10-year journey home after the Trojan War, as well as the Trojan Horse he used to gain surreptitious access to enemy...


Professional Development




Institute Announcements

  • Investments & Wealth Institute Hires Ross Riskin as Chief Learning Officer

    The Investments & Wealth Institute, a nonprofit organization that delivers premier investment consulting and wealth management credentials and world-class educational offerings, has named Ross Riskin, DBA, CPA/PFS™, CCFC, MS Tax as chief learning officer.
  • Investments & Wealth Institute Launches “Private Markets for Advisors” Certificate Program

    The leading professional association for financial professionals, the Investments & Wealth Institute has launched a new, certificate-based, online course on private markets sponsored by Macquarie Asset Management, the asset management division of Macquarie Group. This new, 12-hour course teaches advisors ...
  • Investments & Wealth Institute Announces the Launch of the Investments & Wealth Foundation

    The Investments & Wealth Institute today announced the creation of the nonprofit Investments & Wealth Foundation, to grow and support a more diverse workforce within the financial advisor profession through scholarships for the Institute’s Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®) and Retirement Management Advisor® (RMA®) certifications.

 

 

 

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