What Needs to Change?

Do individual investors need to change and invest like endowments?
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Don’t Put Yourself in a Corner

Have A Margin of Certainty “If you are a smart and experienced investor you know there is always a ‘but’ somewhere.” – Joachim Klement, CFA  “You […]
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Trillions of Influence

Research Roundtable Publication What people buy and sell can be influenced by prominent figures.  Social media calls these people influencers. The influencers of the investment world […]
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Do Index Funds Make Active Funds Better?

Research suggests index investing makes active managers better.
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The Triumph of Hope Over Experience?

Before investing more in Venture Capital and Private Equity, would investors be wise to spend more time on reports like these?
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Are Selectors Good at Selecting?

A large business exists on the premise that advisors can select the best of the best. The big question is whether “selectors” are good at “selecting.”
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