Evidence-based insights
Evidence-based investment insights series: 14 parts (UPDATED 2024)  
January 16, 2024
UPDATED FROM 2019: This is a series of 14 shorter pieces for explaining evidence-based investment principles in a step-by-step approach. Use the series for drip marketing via e-newsletter, emails, mailings or as video script to introduce your investment approach to prospective clients or to review key benefits with existing clients. Collection will download as a zip file containing 14 Word documents. A compiled 26-page white paper and eight-page report also are available for separate download.
Categories: Advisor role/value, Article, Behavioral finance, Evidence-based insights, Evidence-based investing, Fixed income, General audience, Sustainable investing, Updated content
Evidence-based investment insights series: Report (UPDATED 2024)  
January 16, 2024
UPDATED FROM 2019: This eight-page report strikes a happy medium between the full 26-page white paper and the individual installments available in the Evidence-Based Investment Insights series. Compiling key messages from the entire series, this report offers a mid-length, single document overview of evidence-based investing. Share the paper as a printed handout or in PDF form with clients and prospects. Use it as a giveaway to collect emails on your website or for other similar purposes.
Categories: Advisor role/value, Behavioral finance, Evidence-based insights, Evidence-based investing, Fixed income, General audience, Report, Sustainable investing, Updated content
Evidence-based investment insight series: White paper (UPDATED 01-2024)  
January 16, 2024
UPDATED FROM 2019: This 26-page white paper compiles the entire Evidence-Based Investment Insights series into a single document you can use to design your own company white paper. Share the paper as a printed handout or in PDF/booklet form with clients and prospects. Use it as a giveaway to collect emails on your website or for other similar purposes. A set of individual installments for "dripping" the series and a shorter report version are available for separate download in January 2024.
Categories: Advisor role/value, Behavioral finance, Evidence-based insights, Evidence-based investing, General audience, Sustainable investing, Updated content, White paper