Globally there is a vast pool of cash savings – an estimated $51.7 trillion – but too few people put these savings to work in the financial markets. Our research outlines eight policy recommendations to encourage individuals to invest.
In this paper, we quantify how much investors value financial advice and where they believe advisers add value.
How a hedged global fixed income allocation can help reduce a portfolio's volatility without necessarily decreasing its total return.
This paper aims to help investors assess the use of index funds. It can serve as a foundation on which to build into more advanced concepts, such as portfolio construction and manager selection.
This paper provides a framework for evaluating index funds and asset managers.