Investment reports are designed to update investors each month, yet are often bland.  Most times, this is just what investors want; brief comfort that their investments are making steady progress. But volatile markets demand more; not just handholding, but facts and … Read more

Clients and their advisers see investment managers at their best during new business presentations. Data can be carefully selected for a pitch or for a brochure promoting a fund. And, usually, investors have a preference for the style they would … Read more

Conflicts of interest are now getting more attention from clients and regulators. Ethical standards are being raised, and regulators are taking a harder line. Some practices need to change. It is no longer enough just to “do the right thing” for clients — instead, … Read more