Welcome to The Investment Sense Blog

News and Insights for Today’s Exceptional Advisors

The Investments & Wealth Institute understands the unique challenges financial advisors and wealth management professional face in differentiating themselves in a competitive market. The Investment Sense Blog is geared to contribute to your personal edge — providing insights and making sense of industry trends and breaking news, while also covering the latest Institute developments, including our premier certifications, leading conferences, and innovative online learning opportunities.

Defining ESG Investment: Strategies for Asset Management

Posted by Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute

Wednesday, June 24, 2020

Learn how investment advisors can put Environmental, Social, and Governance research into practice and help their clients embrace ESG-driven investment strategies.

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The Rise of The Models

Posted by Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute

Tuesday, February 11, 2020

While asset allocation model portfolios have been around since the early 1990s, they’ve evolved a great deal over the past couple of decades. Asset allocation model portfolios can now be total return...

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Portfolio Construction: Strategies for Allocating Private Equity

Posted by Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute

Friday, January 17, 2020

Allocating to private equity, private debt, private real estate, infrastructure and natural resources provides advisors with a way of demonstrating value. With so much of an advisors value...

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