White papers

    Viewing 1-10 of 12

    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.

    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.

    Putting the hammer down: Accelerate your Digital Transformation

    Digital transformation in wealth management and the buy vs build decision is one that all financial institutions face. Refinitiv explores a new hybrid strategy to lower total cost of ownership, bring digital strategies to market quickly and improve the client experience.

    Muni High Yield: Technically Driven, Fundamentally Sound?

    Download our latest whitepaper to find trends on: Why portfolio managers are increasingly turning toward high yield bonds

    Machine learning with sentiment analysis

    Read the latest report from Refinitiv on machine learning with news sentiment analysis for financial markets and stock market trading.

    Fair Valuations: What Lies Beneath

    Download our latest whitepaper to discover what are the key valuation measurement challenges, especially when it comes to hard-to-value, illiquid instruments?