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Factor Tilts by Michelle Shkedi September 23, 2021
In this blog post, we explore some of the questions that clients invested in low-beta strategies have asked us: What should I do? Have the benefits of low beta been arbitraged away, or was 2020 driven by idiosyncratic reasons rather than structural changes?...
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Values-Aligned Investing by Austin Wilson July 22, 2021
Wrapped up in the rise of values-aligned investing and stakeholder capitalism is an increase in active ownership. One way to measure this rise is in the vote totals in support of shareholder resolutions on environmental and social issues...
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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...
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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 ...
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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...
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