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In the world of finance and information overload, knowledge is power.

Research IP delivers RIPPL Insights to serve as your monthly go-to source of compiled content in three focus areas – behavioural finance, investment, and technology.

US wealth management: Amid market turbulence, an industry converges

Traditional delivery models may soon be history, as firms of all stripes broaden both their offerings and their target client and adviser segments. The competition will be intense.

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Thematic equity outlook: Reflecting on the year behind, anticipating the year ahead.

In 2023, while general markets experienced upswings, some segments saw declines. Depending on their focus, Robeco’s thematic investment strategies sat in both camps. Despite highs, lows, and plateaus our vision and focus on themes that address enduring problems remains intact.

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The tortoise, the hare and an ETF provider

10 years ago, Van Eck introduced their Australian Equal Weight ETF. To celebrate the occasion, they created a short bedtime story.

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Research IP delivers high quality investment fund research and consultancy services to financial advisers, charities & NFPs, and the broader financial services industry. Our experience spans well over 20 years working directly across the multiple facets of finance, so we understand the key drivers and challenges for managers, as well as the impact on investors and the broader industry.

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Photo credits: VanEck Investments Limited, McKinsey & Company, and ROBECO The Investment Engineers

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While every care has been taken in the preparation of this information, Research IP makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This blog post has been prepared for the purpose of providing general information, it is not personal financial advice and should not be relied upon as a substitute for detailed advice from your authorised financial adviser. You should, before making any investment decisions, consider the appropriateness of the information in this email, and seek professional advice, having regard to your objectives, financial situation and needs.

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