Insights
Research & Insights
Investment Research Publications by Emotomy Principals
Watch Streamlining and Scaling Your Practice with Emotomy and Northern Trust Asset Management
Join us for a 30-minute discussion on how our best-in class advisor technology and Northern Trust Asset Management investment solutions, together, help advisors streamline workflows and scale their practice.
Watch NowWatch Fitting New Products into Your Tech Stack
Emotomy's Adam Boyer shared his thoughts at Investment News' RIA Summit on best practices for selecting new advice tech.
Watch NowESG Investing Takes Center Stage in Portfolios
Read Flexshares' latest blog on the growing demand for ESG investing.
Read nowCapital Markets Assumptions: 2022 Edition
Northern Trust Asset Management releases its annual Capital Market Assumptions Five-Year Outlook: 2022 Edition. Read our long-term asset class return expectations and forecasts for the years ahead
Read MoreMarketScape
Our investment experts share weekly insights on global markets and investments.
Watch NowThe Flexible Advisor Podcast
Listen and subscribe to the Flexible Advisor Podcast series today.
Listen NowWatch: 2021 Best ESG Equity ETF Issuer
Watch Darek Wojnar explain what is driving FlexShares ESG fund development
Watch NowWatch The Next Five Years: What Investors Can Expect
Watch as Northern Trust Asset Managements Daniel Phillips, CFA, Director of Asset Allocation; and Colin Robertson, Head of Fixed Income, discuss the latest Capital Market Assumptions research and what it means for investors. CE eligible.
Register NowNorthern Trust launches the ESG Vector Score
The Northern Trust ESG Vector Score is a measurement that assesses publicly traded companies in the context of financially relevant environmental, social and governance (ESG) related criteria that could impact their operating performance.
Read MoreThe Base Effect
Inflation is gaining momentum partly because of the low base from pandemic-depressed prices. Investors are shrugging it off for now.
Read PerspectiveEssential Tools for Building Your Advisor Tech
Watch Adam Boyer as he discussed the essential tools advisors need to scale their business.
Watch The VideoNorthern Trust Asset Management 2020 Annual Stewardship Report
Download Northern Trust’s 2020 Stewardship Report to explore how we engaged with corporations and voted on sustainable business practices that improve the environment, society and corporate governance
Download the ReportInnovating and Integrating Fintech
Watch Adam Boyer as he discussed the role of digital advice platforms at Investment News’ recent Fintech Summit
Watch NowIn-House Portfolio Construction
Bob Veres on how Emotomy’s white-labeled “In-House” solution helps RIAs grow their practice
Download the ArticleThe Key to Small RIA Firm Success: “Automated Personalization”
How technology improves efficiency, profitability and growth potential of RIA practices
Download the ArticleEnhancing an income portfolio with factor design
Factor-base income portfolio design can help investors achieve income with less risk
View NowWhere Are Advisors Finding Efficiencies To Grow?
Current insights from a decade of advisor research from FlexShares.
Download the ReportHow digital tools can enhance the advisor-client relationship
Watch the Race to Scalability Webcast hosted by FlexShares and Investment News.
Watch NowWhat 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?
View NowThe 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.
Download the ReportThe Risk Report
New Report Reveals 6 Common Drivers Behind Unexpected Portfolio Results.
Download the ReportLooking 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.
Watch NowCapital Market Assumptions: 2021 Edition
Get our long-term asset class return expectations and forecasts for the years ahead.
Learn More
