The Vital Need for In-depth ETF Data

[The explosion of ETFs and ETF issuers is increasingly creating a marketplace quagmire and a growing quandary for investors.

What Wealth Managers Can Do with Modern InvestTech Solutions

[To understand how modern financial data technology and advanced research are responding to the evolving challenges of portfolio management — and what they mean for the relationship between adviser and client — we spoke with Joseph Wic

Global Energy Investing - Long-Term Secular Trends

[The global energy markets are under increasing strain due to the heightened risks from geopolitical actions, supply disruptions, and price volatility.

A Multi-Asset Income Approach That Redefines Balanced Investing

[A number of investment strategies were born specifically from a desire to solve personal, real-world problems or unmet investor needs.

The Global ETF Data Helix and Strategic Use Cases

[Professional investors are awash in Exchange-Traded Funds, with over 5,000 U.S. listed ETFs and more than 14,000 listed globally.

Tax-Managed Investing – Pursuing Optimal Outcomes for Taxable Assets

[Maximizing after-tax returns by combining superior stock selection with rigorous and active tax management, once only available to UHNW investors, has become an integrated investment option with growing accessibility to the mass investm

The H-Factor and Unpriced Behavioral Risk

[A novel way to think about portfolio risk is providing a provocative challenge to conventional portfolio management wisdom.

Megatrends: Investing in Companies That Can Change the World

[“Investing in the future” is the holy grail of growth investing for some investment managers.

Expanding Personalized Global Investment Access through ADR Indexes

[Home office investment teams at wealth management firms are under increasing pressure to deliver personalized client portfolios that include meaningful international exposure.

A Deep Dive into “Quality” Investing

[Our innovation thought leadership interviews regularly explore the ongoing evolution happening in investment and risk management, but we also take deep dives into “niche” investment areas or specific strategies to learn from experienced

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