Values-Aligned Investing by Austin Wilson May 27, 2021
For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to...
Aperio’s DEI Journey by Kirsten Meder May 27, 2021
Over the last year, Aperio has noted an increased interest in clients wanting to align their investments with their values around diversity, equity, and inclusion (DEI) and racial justice issues. Much of the data tied to DEI and racial justice issues is based on ...
Observations by Patrick Geddes May 20, 2021
At the recent passing of David Swensen, the deservedly famous head of the Yale Endowment, many commented on how revolutionary and successful his ideas have been in raising institutional investing to a whole new level...
Active Tax Management by Lincoln Fleming May 17, 2021
As a recovering tax accountant, I’ve reviewed far more tax returns during my career than I care to remember. In an effort to add value as a tax advisor, I would frequently mine the tax returns of clients and prospects for tax “gold”—overlooked tax-planning nuggets glittering just below the surface...
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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