Financial Professional Tools, Practice Management and Client Engagement
First Eagle aims to provide financial professionals with holistic support for their practice, from portfolio analysis to client engagement to helping with team integration and planning.
Portfolio Analysis Tools
Portfolio Analysis Tools
Hypothetical IllustrationsDepict the impact of First Eagle Funds—either as part of a broad investment portfolio or on a standalone basis—tailored for a specific client profile to include the effect of fees, scheduled contributions or distributions, and other cash flows.
Fund Comparison ReportsWith our Fund Comparison Reports financial professionals can compare the historical performance of individual First Eagle Funds to other investment products or to a peer group across a range of key metrics and in a variety of market scenarios.
Practice Management and Client Engagement Programs
Value Add Overview
As the demand on financial professionals has grown, so has our library of practice management and client engagement programs. For more information about any of our programs, please contact your First Eagle Representative or call 800.747.2008.
Alternative Credit: Understanding the Asset Class (CE Available: CFA, CFP, CFFP, IWI, PRP)In recent years there has been a growing interest in alternative credit assets but many investors are still learning about this complex asset class. This program provides a review of assets that comprise alternative credit, a deep dive on risks and headwinds within traditional and alternative credit, as well as key factors to consider when evaluating alternative credit opportunities.
Behavioral Finance (CE Available: CFA, CFP, CFFP, IWI, PRP)This program is designed to coach investors through volatile markets to help ensure emotions don’t derail long term investment plans.
Building Elite Financial TeamsThe program was developed to elevate your team by providing transformational insights into team leadership, business development, client loyalty, practice management and wealth management.
Growth through Acquisitions and Succession PlanningThis program provides strategies and tactical steps for evolving your business purposefully and methodically to make the transition as smooth as possible for your clients and your team members.
Leave Home: Non-US Potential Opportunities for Retirement Savers (CE Available: CFA, CFP, CFFP, IWI, PRP)This presentation reveals the home-country bias often found in 401(k) allocations, illustrates the risk/return opportunities that global equity diversification poses for retirement savers, and shares the benefits of offering more broadly diversified global portfolios in investment menus.
Understanding Medicare from A to DThis seminar helps simplify the complicated Medicare process by providing clients with an overview of the program, details of the enrollment process, strategies for coordinating Medicare benefits with other forms of insurance and the resources available to help.
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The opinions expressed are not necessarily those of the firm. These programs are for informational purpose only. Any statistic contained herein have been obtained from sources believed to be reliable, but the accuracy of this information cannot be guaranteed. The views expressed herein may change at any time subsequent to the date of issue hereof.