No matter if you are heading into quarterly client reporting or planning ahead for the new year, now is the time to keep reporting best practices top of mind. The best presentations are the ones that don’t feel like presentations, so we’ve compiled some quick tips on how to tell a story with your reports to deliver your strongest presentation to date. (more…)
Asset Flows Continue their Recent Trend Out of Equity in Favor of Fixed Income
Asset flows continue their recent trend out of equity in favor of fixed income based on the Investment Metrics asset manager research database. Despite impressive long-term returns, US large-cap equity has seen the largest outflows on a total and tax-exempt asset basis. International large-cap equity is not far behind when looking at year-to-date tax-exempt net flows. Comparably, international small-cap equity did well with slight outflows so far this year. Within fixed income, US government bond portfolios and the broad market portfolios have had the most inflows in the past two quarters. Additionally, the US corporate bond portfolios had considerable tax-exempt inflows this year. Surprisingly, in this rising rate environment, there were flows out of short duration bonds in favor of long duration bonds. Overall, investors seem to be removing some of the equity risk in their portfolios and seeking the safety of bonds.
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