Dana M. D'Auria, CFA

Investors prioritize outcomes, aiming for quality results while minimizing disappointments. How can we maximize our desired outcomes effectively? In the fixed income sector, the potential upside is known, and current yields offer more potential gains than in recent history. Learn about quality investing from Ben Hayward at TwentyFour Asset Management. Read more: https://bit.ly/3WRn1JB #Vontobel #FixedIncome

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Our latest whitepaper highlights the disconnect between core #DC plan investment menus and target date funds: https://lnkd.in/ep86z5yv Did you know that 90% of DC plans offer both active and passive standalone fund options—but only 36% use TDFs that combine active and passive underlying strategies? Lanyon Blair, CFA, CAIA and Susan Viston from Voya IM’s Multi-Asset Strategies and Solutions team explain some potential reasons for this disconnect and what sponsors may be missing out on by overlooking blended TDFs. #DefinedContribution #TargetDateFunds

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Discover the impact of CFP® professionals through EVOLVE 23. Our comprehensive report illustrates their daily influence on Americans' lives, alongside the development of programs and resources aimed at enhancing the financial planning profession's value. Download EVOLVE 23 today: https://lnkd.in/e4hi2xGU #CFPpro #FinancialPlanning #YearinReview  

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On MORS Blog: Balance Sheet Projections as the foundation for Financial Planning. In this blog post, we’ll explore what balance sheet projections are, their benefits, and how MORS can assist in creating accurate and effective projections. https://lnkd.in/dpvagRQG

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We have just seen a further pullback in Fed policy expectations for 2024. What are the implications of higher for longer rates for credit investors? Read our Q2 2024 Credit Outlook for an in-depth analysis. https://ow.ly/3nlh50RfHAx

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Learn how divergent economic paths, timing of interest rate cuts, and spread dispersion among markets have created potentially compelling opportunities for active investors globally. Learn more → https://bit.ly/4dBqXDA

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On April 25, we are pleased to partner with American Century Investments to produce a timely and resonant educational webinar that will look at current corporate credit market dynamics — and how active management could turn these challenges into amazing opportunities. ✨💼 Title: US Corporate Credit - Cycle Inflection Creates Promising Active Manager Opportunities 🔄💹 Expert Presenter: Joyce Huang, CFA - Vice President, Senior Client Portfolio Manager at American Century Investments 🎙️💡 Facing a plethora of market uncertainties – from shifting economic cycles, inflationary pressures, to corporate debt costs – understanding the right moves is critical. Joyce will explore these themes and offer her seasoned perspective on handling the current financial landscape. 🕵️‍♂️👔 Registered participants will be eligible for 1 CE credit hour for CIMA®, CPWA®, RMA®, and CFP® certifications, provided they attend the entire session. Don't miss out on this valuable opportunity to gain deeper insights and bolster your professional credentials. 📈📚 Register Now for an exclusive seat at this event! 🖊️✅ https://lnkd.in/gfs4fM-y #FinanceWebinar #CorporateCredit #ActiveManagement #ContinuingEducation #Inflation #EconomicCycle #InvestmentOpportunity #AmericanCenturyInvestments #LearningEvent #ProfessionalGrowth #CFP #CIMA #CPWA #RMA #FinanceProfessionals #CreditMarketInsights #Investments&WealthInstitute

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