What We Offer
confidently delivering investment advice
Keeping up with the latest research, industry trends and market analysis is an important part of confidently delivering investment advice and helping your clients navigate periods of uncertainty. With us, you have access to Wells Fargo Investment Institute* (WFII), composed of dedicated, forward-looking research strategists that support advisors with objective, unbiased investment advice.
In addition to WFII, we have a comprehensive set of research tools combining correspondent research with proprietary work integrated into our advisor workstation, SmartStation® and our intranet InfoMAX®. These tools include Dorsey Wright, ResearchCenter, Morningstar, Moody’s and more.
Wells Fargo Investment Institute
The Wells Fargo Investment Institute (WFII) consists of specialized investment teams combining some of the best talent and thinking in the industry under one umbrella. You and your clients benefit from their collective experience in diverse markets, such as large, mid- and small-capitalization stocks, international investing, exchange-traded funds (ETFs), mutual funds, alternative investments, and more. With expertise in virtually every major market sector, WFII can aid in addressing client portfolios with comprehensive investment strategies and direction.
WFII publishes annual, midyear, quarterly, and weekly reports to help anticipate and plan for future market conditions along with a daily market update publication with timely market and economic information. It also holds regular strategist and analyst conference calls. Many of these calls and reports are designed for sharing with your clients.
2021 Midyear Outlook – Fuel for GrowthRead this report
Investing in Post-pandemic MarketsRead this report
2021 Outlook – Forging a path forwardRead this report
Q1 2021 Market Charts “Turning Data into Knowledge”Read this report
Sustainable InvestingRead this report
*Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.