Investment Insights

Read the latest research, perspectives and analysis from our investment professionals.

Investment Insights

Consider harnessing the potential benefits that ETFs can add to your clients’ portfolios while helping them stay invested and focused on their long-term goals.
Behavioral finance

After an unprecedented period of market turbulence and societal turmoil, this year’s behavioral finance survey gives us a unique backdrop in which to consider the effects of behavioral finance on advisors and their clients.
Investment Insights

The sharp evolutionary growth of passive investment strategies has accelerated since 2000, while drawing criticism from some market pundits. This paper tackles six of these criticisms, offering a perspective on what such pundits may be missing.

Investment Insights content

Investment Insights

The appeal of low fees has driven an explosion of new bond ETF offerings, which enables investors to achieve similar exposures to individual bond portfolios—but with lower costs and more diversification.
Investment Insights

Weighing the pros and cons of collective trust funds and customization in target date design.
Investment Insights

Inflation forecasts wax and wane, but the inflation-fighting benefits of Treasury Inflation-Protected Securities are constant.
Investment Insights

There are critical differences in practices and policies across exchange-traded fund providers. These nine questions can help you determine whether and how the ETF provider seeks to provide successful outcomes for clients.
Investment Insights

The active decisions that go into target date fund design can translate into meaningful differences in risks and results, even among passive target date funds.
Investment Insights

ETFs can give an investor more control over the timing of their tax liabilities. It's one of the contributing factors to the growth of ETFs, particularly among advisors seeking to optimize their investors' long-term returns.
Investment Insights

D.J. Tierney, Managing Director, Client Portfolio Strategist, discusses trends in the ETF market, how to navigate the growing ETF landscape, and provides three key factors for evaluating strategic beta ETFs.

Find Investment Insights content