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Independent Research, Objective Advice

Research is the foundation for our work at Highland Associates. A hyper-awareness of financial market dynamics and a commitment to due diligence inform our forward-looking and customized investment management programs. Our expertise spans capital markets, traditional investments and alternative strategies.

Highland’s research department is organized into two sectors: capital markets and manager research. Our capital markets team focuses on larger macroeconomic trends as well as in-depth asset class analysis. The manager research team excels in identifying and assessing investment managers for our clients.

Market Research:

Quarterly Letter – this is provided each quarter along with our standard reports to expand on a current theme and provide a review of the capital markets;

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Market Briefs:

Briefs – these short (2-3 page) reports provide Highland’s thoughts on a current issue in the market;
 

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Insights:

Insights – these longer, white-paper-style reports provide an in-depth look at a particular issue or asset class we believe impacts our clients;

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Spotlights:

Spotlight- short legal updates from the defined-contribution world.
 

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White Papers:

White Papers – these long, in-depth reports provide an extensive look at a particular issue or asset class we believe impacts our clients;

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Capital Market Overview:

Highland’s long-term capital market risk and return assumptions.

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Research

Market Research Reports

Market Briefs

Insights

Spotlights

White Papers

CLIENT REACH

Investing for the total client nationwide.

RECENT RESEARCH

Asset Allocation | February 2023

Asset Allocation | January 2023

Asset Allocation | December 2022

Asset Allocation | November 2022

Asset Allocation | October 2022

Asset Allocation | September 2022

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Corporate Structure

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The information provided herein is for informational purposes only. While Highland has tried to provide accurate and timely information, there may be inadvertent technical or factual inaccuracies or typographical errors for which we apologize. The information provided herein does not constitute a solicitation or offer by Highland, or its subsidiaries and affiliates, to buy or sell any securities or other financial instrument, or to provide investment advice or service. Nothing contained herein should be construed as investment advice or a recommendation to purchase or sell a particular security. Investing involves a high degree of risk, and all investors should carefully consider their investment objective and the suitability of any investments. Past performance is not indicative of future results. Investments are subject to loss.


Copyright © 2023 · Highland Associates, Inc.
Headquarters - Birmingham
2545 Highland Ave. S., Suite 200
Birmingham, Alabama 35205–2478

Phone 205.933.8664
Fax 205.933.7688

St. Louis
8182 Maryland Avenue, 12th Floor
St. Louis, MO  63105

Phone 314.615.3501
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Email:information@highlandassoc.com