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Insights and Research
Insights and Ideas
Waving Banners – Have Some ESG Managers Lost Their Way?
July 13, 2021
Elisabetta Basilico, PhD, CFA, Charlie Henneman, CFA, Tommi Johnsen, PhD, Sloane Ortel and Preston McSwain
Do some ESG managers wave banners too much?
July 3, 2021
Charlie Henneman, CFA
Is our industry is full of people famous for being right once in a row?
ESG – Love the Market But Question the Pitch?
June 23, 2021
Before investing in a ESG fund, ask a lot of questions and evaluate all options.
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.
Private Investment Questions and Issues to Consider
April 9, 2021
It is important to have a good team, a thoughtful process, constantly examine assumptions, and to maintain a disciplined, diversified, long-term plan.
Is Smart Beta Smart?
March 5, 2021
Charlie Henneman, CFA and Preston McSwain
Smart beta sounds smart but is it?