Webinars & Audio Insights | November 19, 2020

Segal Marco Advisors' 2020 Strategic Update

For 2020, Segal Marco adapted to the COVID environment and presented our 2020 Strategic Update for Investment Managers virtually. This two-hour presentation covers a look at Segal Marco today, our research priorities, and our approach to governance. Comments from the 15 presenters cover both traditional areas of investment consulting and emerging ones such as ESG that are gaining prominence.

Cannot perform runtime binding on a null reference

Get the slides from this webinar

Don’t have time to watch the videos right now? No worries. Here is a copy of the slides.

Download the PDF slides

Questions about our 2020 strategic update?

We have answers.

See more insights

Financial Advisor And A Senior Couple Seal The Deal On Their Retirement Plan With A Handshake

Private Wealth Managers: Master the Alternative Investments Learning Curve

Offering alternative investments is important for private wealth managers. Learn about three compelling options for gaining alternatives expertise.

Compliance, Investment

Read full insight

Young Stock Trader Looking On Dynamic Exchange Investment On Pc

March 2024 Market Review and a Look Ahead

Our March 2024 recap includes financial markets last month, a look ahead, a YTD table and analysis of the story behind the numbers.

Investment, Compliance

Read full insight

Woman Working At Standing Desk Home Office

Looking at the State of U.S. Economic and Investment Data in Early 2024

A look at recent economic indicators and earnings for year-end 2023, including consumer spending, employment, the stock market and more.

Investment, Compliance

Read full insight

The information and opinions herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. This article and the data and analysis herein is intended for general education only and not as investment advice. It is not intended for use as a basis for investment decisions, nor should it be construed as advice designed to meet the needs of any particular investor. On all matters involving legal interpretations and regulatory issues, investors should consult legal counsel.