White papers

    Viewing 1-10 of 16

    A framework for thinking about inflation expectations and surprises

    We provide a framework for thinking about the inflation outlook with Refinitiv Datastream data and Fathom Consulting analysis

    Portfolio Selection: Return, Risk and Sustainability

    Download the latest research paper on investigating how a stock portfolio can be chosen to represent a significant improvement in terms of sustainability.

    The power of personalisation in wealth management

    In this paper, we look at how wealth firms can address the growing need for personalisation by using new techniques and developing strategies to better understand and serve their customers.

    Sustainable Stewardship of Open Identifiers

    Read Refinitiv's white paper assessing recent trends in relation to open identifiers, focusing on governance and sustainability considerations.

    Can probability of default predict credit default swap rate direction?

    Download Refinitiv's white paper to find out if probability of default can predict the direction of the credit default swap (CDS) rate.

    ESG Social Metrics

    Read our white paper to find out the five common myths related to the "S" in ESG and learn practical ways to improve social metrics in investment analysis.

    Measure and improve a portfolio's contribution to proprietary sustainability goals

    With existing sustainability scoring data, it is possible to measure a company's or portfolio's contribution to specific sustainability goals. We outline how.

    The First Step in Third-Party Risk Management

    Our Third-Party Onboarding and Risk Management Survey asked respondents how essential a third-party compliance onboarding process is to their companies.

    Taxation of crypto assets

    Our 2021 Crypto Tax white paper gives a deeper look into the current state of U.S. crypto taxation and what organizations need to be aware of.

    Crypto Tax Reporting Update

    Our 2020 Crypto Tax Update gives a deeper look into the year in Crypto Tax and what organizations needs to be aware of.