Transparency

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.

Never be too sure about anything.

Do some ESG managers wave banners too much?

Before investing in a ESG fund, ask a lot of questions and evaluate all options.

Do investment manager selection kingmakers have any clothes? We will let you make your own conclusions.

It is important to have a good team, a thoughtful process, constantly examine assumptions, and to maintain a disciplined, diversified, long-term plan.