Values-Aligned Investing by Doug Cogan April 8, 2019
Last year, the corporate merger of Monsanto into Bayer AG (BAYN) presented values-aligned investors at Aperio with an important portfolio question: Should they retain their shares in the combined company if they objected to...
Active Tax Management by Patrick Geddes March 18, 2019
Heightened investor sophistication that took decades to evolve has finally forced the financial services industry to come to terms with how much fees can eat into returns. Naturally, the industry has resisted fee pressure since....
Observations by Patrick Geddes January 18, 2019
The passing this week of Jack Bogle, founder of Vanguard, has highlighted what an extraordinary ethical visionary he has been. While we may mourn his death, we also celebrate how much better the world is because of his impact....
Values-Aligned Investing by Doug Cogan November 27, 2018
How do eight investor groups with ESG-related acronyms find a “coherent vision” for corporate disclosure of environmental, social, and governance issues? Create a ninth group with yet another ESG-related acronym!
Values-Aligned Investing by Ben Schneider November 12, 2018
Investors often ask us about the expected impact of certain socially responsible (SRI/ESG) constraints on the risk and performance of a portfolio. In our earlier work, we explored several different approaches for constructing a custom SRI/ESG portfolio to....
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