Financial Professional
Institutional Investor
Individual & Shareholder

Monthly 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 performance commentary and portfolio composition versus the benchmark



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