Do ESG Funds Have Higher ESG Scores?
[ad_1] What do investors look for when they buy environmental, social, and governance (ESG) equity index funds? In principle, as…
Category: Investing Ideas
The Nuts and Bolts of Private Commercial Real Estate (CRE) Investing
[ad_1] A CRE Investing Primer Real estate investing means different things to different people. It can be shorthand for buying…
Rethinking Retirement Planning Outcome Metrics
[ad_1] Retirement, like life, is fundamentally uncertain. That’s why we need to provide clients with more context about what missing…
Is the 60/40 Portfolio Still Relevant?
[ad_1] How have different portfolio allocations performed throughout the world? Amid recent market turbulence, the worst year ever for US…
Book Review: A History of Financial Technology and Regulation
[ad_1] A History of Financial Technology and Regulation: From American Incorporation to Cryptocurrency and Crowdfunding. 2022. Seth C. Oranburg. Cambridge…
Do the Best Equity Fund Managers Follow the Bond Market?
[ad_1] There is an old adage on Wall Street: To succeed as an equity fund manager, follow interest rates and…
Partnering for Impact: Institutional Investors and the Net-Zero Transition
[ad_1] Brian Minns, CFA, will speak at the Climate Risk and Returns Conference from CFA Institute, held 20–21 April 2023…
ChatGPT: Copilot Today, Autopilot Tomorrow?
[ad_1] For more on artificial intelligence (AI) applications in investment management, read The Handbook of Artificial Intelligence and Big Data Applications…
Book Review: The Little Book of Picking Top Stocks
[ad_1] The Little Book of Picking Top Stocks: How to Spot the Hidden Gems. 2023. Martin S. Fridson, CFA. John…
The 10 Greatest US Investors and the Virtues That Made Them
[ad_1] “There can be few fields of human endeavor in which history counts for so little as in the world…