- Authors
- All Authors
- Austin Wilson
- Ben Schneider, CFA
- Dorian Young, CFA, CAIA
- Kenneth H. Lassner, CFA
- Kirsten Meder, CAIA, CMT
- Lincoln Fleming, CFP, CPA, PFS
- Lisa Goldberg, PhD
- Liz Michaels
- Mark Bateman
- Michael Branch, CFA
- Michelle Shkedi
- Nancy Malik
- Nelli Oster, PhD
- Patrick Geddes
- Ran Leshem
- Ryan Stever, PhD
- Simge Ulucam
- Taotao Cai
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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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Active Tax Management by Taotao Cai & Lisa Goldberg May 5, 2021
An investor might hold on to concentrated stock for a variety of reasons. A position may carry a substantial tax overhang, or perhaps it has emotional value, representing the fruits of hard work building a successful business. Investors are subject, in greater or lesser degrees, to the “endowment effect,” which is our tendency to...
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Active Tax Management by Taotao Cai & Lisa Goldberg February 23, 2021
The S&P 500 Index return was up 18.4% in 2020, even though 95% of its constituents experienced a drawdown of more than 10%. This is not, however, just another crazy thing that happened in 2020...
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Factor Tilts by Lisa Goldberg July 21, 2020
The Russell 1000 Value Index lagged the Russell 1000 Index by more than 100 percentage points over the 10-year period ended in June 2020. Despite this dismal performance, some asset managers contend that...
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Values-Aligned Investing by Lisa Goldberg September 5, 2019
If you think that fairness and access to the broadest, deepest pool of talent are good reasons for a firm to promote diversity, you may feel better after aligning your money with your personal values. If you expect a diversity-tilted portfolio to outperform its benchmark...
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