Investment

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Factors are the primary market drivers of asset class returns. In equities, only a limited set of rewarding factors are supported by academic consensus: value, size, momentum, low volatility, high…

What are investors looking for when buying environmental, social and governance (ESG) equity index funds? In principle, as with any fund investment decision, these can be higher financial returns, greater…

A CRE Investing Primer Real estate investing means different things to different people. It can be shorthand for buying a rental property — taking out a mortgage, finding a renter, and…

The following is based on “Redefining the optimal retirement income strategy,” of Journal of Financial Analysts. Retirement, like life, is inherently uncertain. That’s why we need to provide clients with…

Comment les différentes allocations de portefeuille se sont-elles comportées à travers le monde ? Au milieu des turbulences récentes du marché, la pire année jamais enregistrée pour les obligations américainesune inflation…

A History of Fintech and Regulation: From American Incorporation to Cryptocurrency and Crowdfunding. 2022. Seth C. Oranbourg. Cambridge University Press. In A History of Fintech and Regulation: From American Incorporation…

There’s an old adage on Wall Street: To succeed as an equity fund manager, follow interest rates and bond markets. We decided to put this theory to the test: So…

Brian Minns, CFA, will speak at the Climate Risks and Returns Conference of the CFA Institute, held from 20 to21 April 2023 in New York. Partnerships between institutional investors are…