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Investment Advisory Services
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How We Invest
Questions To Consider
Insights and Ideas
What To Do About Inversions
April 3, 2022
Elisabetta Basilico, PhD, CFA and Preston McSwain
It is not easy and requires a lot of active discipline and fortitude.
Solutions to Increase Trust – Simple But No Simpler
February 11, 2022
An idea that may put both the industry and investors in a better position to form stronger, more lasting partnerships.
Perspectives of a Trillion Dollar Investor – Our Conversation with Richard Ennis
January 26, 2022
Charlie Henneman, CFA and Preston McSwain
Reviewing what the data says and letting the chips fall where they may.
It’s All Greek to Me
November 11, 2021
Let’s just admit it. Even though we throw around Greek like we grew up in Athens, many in the business don’t always fully track what is being discussed.
Stats About Statistics
August 13, 2021
Joachim Klement, CFA and Preston McSwain
Never be too sure about anything.
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?