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RESEARCH REPORTS
Plante Moran Financial Advisors > Resources > Research Reports

research reports

Our research department provides our team of advisory professionals with leading investment research. The objective is to keep our clients abreast of current trends and asset class valuations.

We publish periodic research reports on leading investment-related topics in response to timely issues and economic developments. They provide the foundation for our asset allocation decisions and investment strategies.


Investment Intelligence Report: Municipal High-Yield Bonds (October 2007)
Hot Commodity or Hot Topic? Considerations for an Investment in Commodities (June 2007)
Exchange Traded Funds Research Paper (August 2006)
Mutual Funds and Separate Accounts (December 2005)
Real Estate in a Balanced Portfolio (August 2005)
Survey of Planned Giving Attitudes and Awareness of Northwest Ohio Philanthropy (January/February 2005)