Blogs

What We've Been Reading & Listening To

Developments in the Taxation of REITs

October 4, 2018

The TJCA (Tax Cuts and Jobs Act) signed into law in December 2017 has changed the tax treatment for holding real estate investment trusts (REITs). While we still await full clarity of some issues... Read More

SRI/ESG

Talking SRI with TSA Agents

September 27, 2018

In the rural part of New Hampshire where I live, the local airport can have as many TSA agents running the security checkpoint as there are actual passengers. The little Cessna I take down to... Read More

SRI/ESG

The Alpha-Seeking ESG Investor

September 17, 2018

We recently published a piece called A Guide to ESG Portfolio Construction, which discussed six different ways to build portfolios for ESG (environmental, social, and governance) investors based... Read More

Observations

Hotly Revamped GICS Communications Sector Gets Some FAANGs

August 22, 2018

The Global Industry Classification Standard (GICS®) will be revamping its shrunken Telecommunication Services sector (now just 1.9%* of the S&P 500 Index) into a hot, newly renamed... Read More

Factor Tilts

Tracking Error Forecasts in a Low-Volatility Environment

August 1, 2018

Over the past couple of years, the equity markets appeared to have experienced a period of extremely low volatility. The one-year trailing volatility on the S&P 500 reached 6.77% at the end of... Read More

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