Observations by Lisa Goldberg June 1, 2017A Cornucopia of Losses: The US Equity Market Has Been Great for Taxable Indexers but Hard on Active Managers
Critics are quick to point out that active management is a sub-zero-sum game. The high fees active managers charge make after-fee active returns lower, on average, than after-fee returns to an exchange-traded fund (ETF) that tracks...
Active Tax Management by Patrick Geddes May 17, 2017
Tax Economics is a mind-set and approach to making investment decisions focused on maximizing after-tax returns. Investors can reap enormous financial benefits by considering the tax implications of...
Values-Aligned Investing by Mark Bateman May 17, 2017
In a recent issue of Proxy Preview, Aperio Director of ESG/SRI Research Mark Bateman provides an update on how many companies voluntarily disclose environmental, social, and governance (ESG) data...
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