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.
In March 2021, Campbell Harvey spoke with members of the Journal of Investment Consulting editorial advisory board about quantitative investment strategies.
An analysis of demographic groups and how they differ regarding financial well-being, attitudes, and life circumstances can open new opportunities for advisors.
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.
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.
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.
This paper explores the current landscape of crypto regulation as well as the potential consequences of future innovations in the blockchain and cryptocurrency space.
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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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.
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.
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.
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.
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.
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.
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
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