Articles in - Month: April 2020

Terra Firma: How ETFs Helped Stabilize a Stressed Bond Market

The coronavirus outbreak is first and foremost a health crisis, but it has also led to unprecedented volatility in financial markets across the globe. So what role have exchange-traded funds (ETFs) played in the tumult? Amid the greatest market turbulence in over a...

Five Ways to Retain Your Wealth Management Clients in 2020

Investor demographics are changing, and it’s impacting the wealth management industry. Almost 25% of US millennials who are saving* have $100,000 or more, and they have different ideas, goals, and aspirations for their money. Many wealth management...

Gender Lens Funds: What Was the Impact in 2019?

How did the primary publicly traded gender lens equity funds perform last year? The recent track records of the funds accessible to individual investors are now available. These portfolios include mutual funds, ETFs, SICAVs, one ETN, and one unit trust. Divided into...

Getting the Facts Straight

Are global conditions improving? The answer depends on who you ask and whether they have checked the facts. As economist and political scientist Olof Granstrom points out, we often form our view of the world without considering the underlying data. “We use what we...