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RIPPL Insights – June 2024

It’s WORLD ENVIRONMENT DAY. Celebrated annually on June 5th, it serves as a global platform for inspiring positive change and engaging millions of people in environmental action, focusing on urgent challenges such as plastic pollution and ecosystem restoration. 🌍🌱

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.

#investment

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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.

#investment

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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.

We strive to give you the best information, so you can help your clients make better decisions, and feel more confident about doing business with you. We believe that not only can everybody win, but everybody should.

Reach out to us today about your research and consulting needs, and how to make the data work for you, and your clients.

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

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