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Insights and Ideas
Insights and Ideas
Once Famous?
July 3, 2021
Charlie Henneman, CFA
Is our industry is full of people famous for being right once in a row?
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ESG – Love the Market But Question the Pitch?
June 23, 2021
Sloane Ortel
Before investing in a ESG fund, ask a lot of questions and evaluate all options.
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Do The Kingmakers Have Clothes?
April 19, 2021
Elisabetta Basilico, PhD, CFA and Preston McSwain
Do investment manager selection kingmakers have any clothes? We will let you make your own conclusions.
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Private Investment Questions and Issues to Consider
April 9, 2021
Preston McSwain
It is important to have a good team, a thoughtful process, constantly examine assumptions, and to maintain a disciplined, diversified, long-term plan.
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Is Smart Beta Smart?
March 5, 2021
Charlie Henneman, CFA and Preston McSwain
Smart beta sounds smart but is it?
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The Simple Alternative
February 19, 2021
Charlie Henneman, CFA, Sloane Ortel and Preston McSwain
Should we work harder on being simple?
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