Practical analysis for investment professionals


Integrating Water Risk Analysis into Portfolio Management

Water risks can lead to unlimited financial impact and loss. Have you embedded water risk analysis into your portfolio management process? There are a number of increasingly sophisticated approaches that investors can take.

The Best Learning Resources on Corporate Governance: Robert A. G. Monks Shares His Picks (Podcast)

Robert A. G. Monks, a pioneer of corporate governance, shares his picks for the best learning resources.

Eric Bennett’s Top 10 Manager Search and Selection Tips

Eric Bennett, CFA, chairman and CEO of Tolleson Private Wealth Management, shares his top 10 tips for manager search and selection.

Tools for Handling the Psychology of Family Governance and Intergenerational Wealth Transfer

Money and stress often go hand-in-hand, and advisers are often called upon to help couples and families navigate the thorny emotions surrounding personal finances and wealth transfer

Five Questions Every Investment Trustee Should Ask about Risk

Benjamin Graham, the father of security analysis, once said, “The essence of investment management entails the management of risk, not the management of returns.” This is advice that every investment trustee should take to heart.

What Do Clients Want? Five Tips for Better Adviser-Client Relationships

We often hear the phrase “trusted adviser," but is “trust” at the heart of the adviser-client relationship? Advisers only lose trust when they promise things they can't control, according to Deena Katz, an associate professor in the Personal Financial Planning department at Texas Tech University.

The Financial Adviser’s Guide to Twitter

Have you ever wondered why some tweets are valued more than others? (Think of the people you’ve followed, or “unfollowed,” in recent months and why.) Well, the wait is over. A new study, “Who Gives a Tweet? Evaluating Microblog Content Value,” provides some answers.

Five Success Factors for High-Growth Financial Advisers

Do you have what it takes to be a successful financial adviser? To find the answer, the folks at MarketPsych surveyed a group of advisers. Not surprisingly, they found there was a strong correlation between a focus on client relationships and business growth.

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