Monthly Field Guide

Talking Points for Client Conversations

What's in the Field Guide

  1. Did You Know?

    Provide historical context on industry trends and top-of-mind topics

  2. Academic Perspective

    Gain practical insights from leading academic practitioners about investing, saving and spending habits

  3. Market Review

    Keep clients updated with talking points about equity and fixed income market performance

  4. Portfolio Updates

    Share timely portfolio returns, characteristics and composition versus the benchmark, as well as performance commentary at each quarter end

Download The Latest Guide

We offer a PDF version for both mutual funds and ETFs.

Contact us for a white label version you can customize and share with clients.

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inquiries@avantisinvestors.com

This website is intended for Institutional and Professional Investors, not Retail Investors.