Monthly Field Guide
Talking Points for Client Conversations
What's in the Field Guide
Did You Know?
Provide historical context on industry trends and top-of-mind topics
Academic Perspective
Gain practical insights from leading academic practitioners about investing, saving and spending habits
Market Review
Keep clients updated with talking points about equity and fixed income market performance
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.
