Active Tax Management by 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...
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...
Values-Aligned Investing by Lisa Goldberg May 30, 2019
Financial practitioners have lots of incentives to believe that ESG investing delivers alpha. For example, ESG is among a limited number of growth areas in the financial services industry, and investors are naturally enticed by the idea that...
Active Tax Management by Lisa Goldberg April 18, 2019
The small, volatile stocks that compose the Russell 2000 Index may make that benchmark a promising source of tax alpha, but turnover in small-cap indexes tends to be high. Does the turnover in the Russell 2000 offset the benefits of...
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