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Clients Worried About Trading ETFs? Help Ease Their Minds.

We’ve come a long way from the early days of exchange traded funds (ETFs), with only a handful on the markets. Today, there are many options available to investors, and more compelling solutions to clients’ needs.

  • Apr-25-2016
  • Whitepaper
  • public

A Match Made in Financial Heaven

Outlines the importance of taking risks when enhancing income and why exchange-traded funds are growing in popularity.

  • May-01-2017
  • Whitepaper
  • public

Martin Currie Governance and Sustainability Report 2017

Martin Currie reports on its achievements in integration of international principles for responsible investing (PR) into its investment and governance activities

  • May-04-2017
  • Whitepaper
  • public

Employee Plan IRS Examinations - Whitepaper by Maria Hurd

White Paper written by Maria Hurd (Belfint, Lyons & Shuman) on employee plan IRS examinations.

  • Jun-30-2017
  • Whitepaper
  • public
  • PUB ID: RETX367673

Income Matters... Now

Deck to show how relevant both Equity and FI income strategies are in this environment.

  • Jul-11-2017
  • Whitepaper
  • public

The Real Message of LDI

Above All, LDI Means That Risks Are Different For a DB Plan

  • Jul-27-2017
  • Whitepaper
  • public

Effective LDI: Don't Sweat the Small Stuff

In pension management as in life, simple is usually better. There are all kinds of complex fixed-income strategies a plan can engage in to reduce risk, but our research indicates that these provide little or no advance over simple derisking moves.

  • Aug-04-2017
  • Whitepaper
  • public

Putting International Small-Caps on the Map

Royce provides a detailed analysis of the attributes of international small-cap, including performance, volatility, correlation, and fundamentals

  • Aug-23-2017
  • Whitepaper
  • public

Managed Munis: The Value of Choice

Today's muni investor faces new realities that require Western Asset's sophisticated approach to interest rate exposure, term structure weighting, sector allocation and issue selection

  • Aug-14-2017
  • Whitepaper
  • public
  • PUB ID: MIPX391797

The Case For Active In Fixed Income Now

Accessing opportunistic sectors of the bond market is critical today and the right active approach could provide a distinct advantage over a passive approach.

  • Oct-13-2017
  • Whitepaper
  • public
  • PUB ID: MIPX316242

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