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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...
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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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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...
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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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