Author: Anu Heda

Best Blogs of the Week

Posted by Anu Heda on Nov 28, 2011, in Best Blogs of the Week , tagged with , , ,

We hope everyone enjoyed a significant amount of food and beverage over Thanksgiving.  While the volume trailed off at the end of the week, the week began with a bevy of blogs.  Here are three excellent posts.

  1. American Century – This post highlights the supercommittee scenarios of cutting budget or not and the impact to portfolios.  This is clear, direct and easy for an FA to absorb and consider.
  2. US Funds – This post makes a clear reason to consider technology investments for the long-term.  It’s an example of sharing ideas without pitching product.
  3. Franklin Templeton – A video post that discusses the drivers of Latin American growth and the role investing in Latin America may play for a portfolio.

Best Blogs of the Week

Posted by Anu Heda on Nov 21, 2011, in Best Blogs of the Week , tagged with ,

This week didn’t have many  exciting posts.  The two most noteworthy came from Russell.

  1. Russell – This post acknowledges and considers the very real and widespread struggle for advisors: investors want to stay on the sideline currently.
  2. Russell – This post announces the launch of an advisor app.  The post is nothing revelatory, but the introduction of an app to enable interaction with the information treasure-trove at Russell is important.

Institutional Pitch Books – 1 Big Thing

Posted by Anu Heda on Nov 17, 2011, in Thoughts

In our support of institutional marketing organizations around the industry, we see numerous pitch books used during introductory conversations between the asset manager and the institutional investor.

There’s no single format, length, or organization that works across firms. But there is one recommendation we’d make for most managers regardless of firm size, region, and institutional investor segment.

 … [read more]

Best Blogs of the Week

Posted by Anu Heda on Nov 15, 2011, in Best Blogs of the Week , tagged with , , , ,

Sorry for the one-day delay.  Last week, many firms covered a lot of ground. Wells Fargo posted 11 blogs last week and other firms followed suit. AllianceBernstein – new to blogging – came in with seven. With so many posts to select from, we have four posts to share with no theme or inter-related issue.

  1. AllianceBernstein – In this post, Sharon Fay shares a compelling reason for being bullish on technology stocks. Agree or disagree, it’s valuable to the FA for a firm to share posts like this.
  2. American Century – This post shares a straightforward and easily shared reason for including alternative investments. For an advisor beginning the discussion with clients, this post is helpful
  3. BlackRock – I admit it: I am a sucker for a good heat map.  This post simplifies the tax-loss harvesting discussion many FAs will have with clients soon.
  4. Wells Fargo – This is a solid Q&A with thoughts on how high-quality in the high-yield market can represent value right now.

Best Blogs of the Week

Posted by Anu Heda on Nov 07, 2011, in Best Blogs of the Week , tagged with , , ,

In a week where some political pundits are predicting a Greek revolt, I thought we’d see more blogs tackle this issue and the potential impact on US equity markets.  Instead, we have a single Halloween reference and retirement talking points.

  1. US Funds – This post provides some a quality economic comparison between China and the US.  It provides both reasons to think of China as a compelling long-term place for investments and reasons to be cautious.
  2. Russell – This post provides three excellent talking points for an advisor selling retirement plans.
  3. AllianceBernstein – This post provides two clear ways to try to reap excess returns with less volatility typical in emerging markets.