Active Tax Management by Lisa Goldberg, Harrison Selwitz, & Simge Ulucam September 22, 2022
Diversification is a foundational principle of risk management. By deploying wealth across a range of securities, an investor becomes less susceptible to a disaster that may result from holding a concentrated portfolio. Historically, investors who had a large portion of their wealth invested in...
Tax Regime Change by Lincoln Fleming September 6, 2022
Ben Franklin once stated that “nothing is certain except death and taxes.” Clearly, he had never experienced a political environment like what we faced in 2021 and 2022—the revolving door of tax proposals meant there was very little certainty about taxes...
Values-Aligned Investing by Kirsten Meder August 9, 2022
Tesla CEO Elon Musk recently criticized S&P for removing his company from its ESG indexes, tweeting that “ESG is a scam” and that S&P Global Ratings has “lost their integrity.” Did S&P err, or was the removal warranted? Is Tesla a “good” company or a “bad” company from an ESG perspective? As with many issues, good or bad is in the eye of the beholder...
Values-Aligned Investing by Austin Wilson July 14, 2022
Every year, US shareholders file 400 to 500 resolutions that ask companies to address environmental and social (E&S) issues. If a company believes the shareholder resolution does not comply with procedural requirements or otherwise fits within an exception of Rule 14a-8 under the Securities Exchange Act of 1934, it requests...
Values-Aligned Investing by Lisa Goldberg, Kirsten Meder, & Simge Ulucam April 18, 2022
Divesting from oil and gas companies has long been an approach favored by investors concerned about climate change and the environment. While there are conflicting opinions as to the effectiveness of this approach in affecting change, divestment offers...
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