Knowledge Center

Research & Insights

Investment Research Publications by Emotomy Principals

February 2021

In-House Portfolio Construction

Bob Veres on how Emotomy’s white-labeled “In-House” solution helps RIAs grow their practice

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February 2021

The Key to Small RIA Firm Success: “Automated Personalization”

How technology improves efficiency, profitability and growth potential of RIA practices

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February 2021

Enhancing an income portfolio with factor design

Factor-base income portfolio design can help investors achieve income with less risk

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November 2020

Why New Bond Issuance Is Soaring

Our director of short duration fixed income, Peter Yi, breaks down the numbers behind the surge.

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November 2020

Split Decision

Because it could result in further fiscal stimulus without tax hikes, the split government is contributing positively to the growth outlook.

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November 2020

Election 2020: Who Won?

Investment Strategy Commentary: Learn what the U.S. election results mean to the economy from Northern Trust Asset Management.

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November 2020

Where Are Advisors Finding Efficiencies To Grow?

Current insights from a decade of advisor research from FlexShares.

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November 2020

How digital tools can enhance the advisor-client relationship

Watch the Race to Scalability Webcast hosted by FlexShares and Investment News.

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October 2020

What Really Matters Over The Next 5 Years

COVID-19, the U.S. presidential election, Brexit risk, more deficit spending, higher deficits, China’s aggressive actions – are these what will really matter over the next five years?

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October 2020

The Risk Report: 6 Common drivers of unexpected portfolio results

Explore what Northern Trust’s four-year, aggregated global analysis of more than 200 institutional equity portfolios uncovered.

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October 2020

The Risk Report

New Report Reveals 6 Common Drivers Behind Unexpected Portfolio Results.

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October 2020

Brexit: No Time For No Deal

The U.K. and European Union are in the home stretch for reaching a deal on a free trade agreement. Will they be successful?

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October 2020

Looking for flexibility? A digital advice platform may help

Sabrina Bailey discusses why adding a digital advice platform may be the right call for your firm.

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SEPTEMBER 2020

Capital Market Assumptions: 2021 Edition

Get our long-term asset class return expectations and forecasts for the years ahead.

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