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Client Focus

Client Focus, for and about clients, features insights from William Blair thought leaders on the latest market trends driving investments today. Our latest edition explores the history of market volatility, strategic solutions for wealth planning, and how William Blair remains a trusted advisor for clients.

Resilient Responses to Turbulent Markets

  • Brent Gledhill

    CEO Perspective: Navigating Shifts in Financial Markets

    Brent Gledhill discusses the ongoing transitions confronting financial markets and explores how investors can navigate these inflection points through agility and a steadfast focus on their long-term objectives.

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  • William Blair Leaders Striving to Add Value During Turbulent Times

    Hear directly from William Blair’s global business heads on how the firm acts as a trusted advisor, regardless of market environment.

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  • Making Sense of Market Volatility

    Understanding market indexes, trends, and resources can help you plan for times of heightened volatility.

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  • Investment Management Client Services Building a Culture Around Staying the Course

    Explore how William Blair Investment Management is helping pension funds navigate different market cycles by providing them with long-term mindsets and distinctive approaches.

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  • Did You Know? Family Office Solutions, Corporate & Executive Services, Corporate Retirement Services

    Does your family need a family office? Are you an executive interested in trading plans, concentrated stock solutions, or tax mitigation strategies? Are you fulfilling your fiduciary obligations as a plan sponsor?

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  • Unlocking Corporate Philanthropy

    William Blair hosted a panel discussion with corporate philanthropy leaders, during which they shared the successful strategies behind their companies' philanthropic efforts and how nonprofits can best engage with corporations.

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Explore Topics

  • Trending

  • Economy

  • Healthcare Innovation

  • Sustaining Our Future

  • Giving Back

Resources

  • Did You Know? Family Office Solutions, Corporate & Executive Services, Corporate Retirement Services

    Does your family need a family office? Are you an executive interested in trading plans, concentrated stock solutions, or tax mitigation strategies? Are you fulfilling your fiduciary obligations as a plan sponsor?

    Read more
  • Did You Know? Borrowing and Lending, Cash Management, and Fixed Income

    From using eligible assets as collateral to accessing cash to reevaluating investment strategies, investors can count on us to activate their capital with purpose and precision.

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  • Did You Know? Philanthropy, Planning, and Pre-Liquidity Capabilities

    From philanthropy strategy and wealth planning to lending and alternative investments, William Blair brings best practices, experience, and a deep subject matter expertise to the discussion.

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  • New Year’s Financial Resolution: Establish Your Automatic Periodic Investment Plan

    Bid farewell to old spending habits and welcome in some savvy ways to save. Usher in the new year by establishing automatic ways to invest in your accounts.

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  • Generational Healthcare and Wealth Preservation Tips

    With the rising costs of today’s healthcare needs and the challenges that social programs such as Medicare may face in coming decades, we provide an array of tips and tactics to help clients of all ages better plan for, and protect, their wealth and well-being.

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  • How Are Rising Interest Rates Affecting the Bond Market?

    William Blair’s Tyler Glover, Clancy Burson, and Debra Schalk discuss today’s bond market and how investors are analyzing the risk/reward tradeoffs between short- and long-term securities.

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  • Estate Planning Considerations in a Rising Interest Rate Environment

    While rising interest rates impact borrowing costs, stocks, bonds, and other financial instruments, they also can affect estate planning strategies.

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  • abstract concentric circles

    Philanthropy in the Age of Constant Disruption

    By understanding and embracing new trends that are reshaping the way people give, families can strengthen their philanthropic legacies for generations to come.

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References to specific securities and their issuers are for illustrative purposes only and are not intended and should not be interpreted as recommendations. Past performance does not guarantee future results. This is not in any sense a solicitation or offer of the purchase or sale of securities. The factual statements herein have been taken from sources we believe to be reliable, but such statements are made without any representation as to accuracy or completeness or otherwise. Opinions expressed herein are our own unless otherwise stated and are current opinions as of the date appearing in this material only. These materials are subject to change without notice. From time to time, William Blair & Company, L.L.C. or its affiliates may buy and sell the securities referred to herein, may make a market therein, and may have long or short position therein. Prices shown are approximate. This material is distributed in the United Kingdom and European Economic Area (EEA) by William Blair International, Ltd., authorized and regulated by the Financial Conduct Authority (FCA), and is directed only at, and is only made available to, persons falling within Article 9, 38, 47, and 49 of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (all such persons being referred to as “relevant persons”). This document is intended for persons regarded as professional investors (or equivalent) and is not to be distributed or passed on to any “retail clients”. No persons other than persons to whom this document is directed should rely on it or its contents or use it as the basis to make an investment decision.

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