What We’ve Been Reading & Listening To by Pete Hand 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....
Values-Aligned Investing by Pete Hand September 17, 2018
In our recent research paper, A Guide to ESG Portfolio Construction, we reference the concept that if the type of belief (either a binary yes/no or a score on a continuum) is the same, then the portfolio construction will be...
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