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FA Whitepapers

Whitepapers Archive  |  Market and Economic Outlook
 


June 2021   

 

Build a more resilient portfolio with infrastructure investing
 

In this guide, seasoned fund managers share insight on how investors can seek to capitalize on what many believe will be a super-cycle of infrastructure spending that will both maintain and modernize existing assets and develop new critical areas of focus, such as decarbonization and digital transformation. Get perspective on how both income-oriented and equity-based opportunities within the infrastructure asset class can support resilient and diversified portfolios. Download this Guide to tap into deep insight from infrastructure investment experts at CBRE Clarion Securities and MacKay Municipal Managers.

FOR REGISTERED REPRESENTATIVE USE ONLY. NOT TO BE USED OR DISTRIBUTED TO THE GENERAL PUBLIC.

 

All investments are subject to market risk, including possible loss of principal.

 

MacKay Shields LLC is an affiliate of New York Life Investments. CBRE Clarion Securities, is unaffiliated with New York Life Investments and services are provided to the MainStay Funds through a contractual relationship.

 

“New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

 


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Bridging The Digital Divide In Wealth Management
 

HNWI'S POST-PANDEMIC VIEWS ON DIGITAL INTERACTION WITH WEALTH MANAGERS
To measure the impact of the COVID-19 pandemic on the wealth management industry, FactSet in association with Aon conducted its fourth consecutive global survey of 800 high net worth (HNW) investors to better understand the triggers and drivers that are shaping our “new normal” today and in the future. With no end in immediate sight to market uncertainty, wealth managers and advisors will have to reflect and re-frame their role and purpose relative to what their HNW clients need now.


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In Hedged Equity, The Capture Ratio Is The Key To Effective Diligence
 

The Hedged Equity investment space makes a very promising offer: the balance of Growth and Downside Protection in the same portfolio. It is a compelling promise. But it is not a coincidence that the strategies in this space that are growing fastest are the ones with the highest Capture Ratio. And the strategies with the lowest Capture Ratios are losing investor interest. Learn the best practice techniques for evaluating and selecting the best Hedged Equity strategies.



How To Incorporate Health Care Costs Into Retirement Planning
 

Albeit not the normal part of your typical retirement and financial planning conversations, planning for the costs of health care as clients enter and live in retirement could be one of the most important things you can do as a financial professional.



Selecting the Right Technology to Scale Your Firm Sustainably
 

As advisory firms scale, so does their complexity. Tech stacks that may have worked in the early stages of firm growth may not be able to support teams operating at scale. That's why now more than ever, it is important for firms to accurately define their needs and requirements when selecting new technology to support their goals and vision.



In this eBook, we’ll cover some of the complex technology demands to consider and the right approach to take to build a scalable tech stack and a solid technology foundation.


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