Blog

Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you better support your clients.

Client discovery is the process of getting to know a new client and their needs. The more useful data you are able to collect, the better you are able to build deep, trusting, business-building relationships with your clients.

Our ActivePassive® Scorecard shows active funds beating their category benchmarks in 6 of the 21 asset classes we track for the fourth quarter. Over the last 12 months, active funds are, in total, outperforming in 9 of these asset classes.

Throughout 2023, we focused on empowering RIAs to provide their clients with robust, customized performance tools and resources.

Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you better support your clients.