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...
Observations by Dorian Young August 22, 2018
The Global Industry Classification Standard (GICS®) will be revamping its shrunken Telecommunication Services sector (now just 1.9% of the S&P 500 Index) into a hot, newly renamed Communication Services sector...
Observations by Ran Leshem August 1, 2018
Over the past couple of years, the equity markets appeared to have experienced a period of extremely low volatility. The one-year trailing volatility on the S&P 500 reached 6.77% at the end of 2017! In response to the low volatility...
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