Observations by Paul O. Solli July 25, 2017
Morningstar Inc. estimates that between 2013 and 2016, investors added nearly $1.3 trillion to passive mutual funds and exchange-traded funds (ETFs), and pulled more than a quarter trillion out of active funds. There is a lot of talk about...
Values-Aligned Investing by Lisa Goldberg July 11, 2017
In the spring, the Chicago Booth School of Business Rustandy Center for Social Sector Innovation hosted a dialogue on risk profiles of socially responsible investments in public equities. As a quantitative firm that uses risk models...
Values-Aligned Investing by Patrick Geddes June 27, 2017
In its paper "Investment governance and the integration of environmental, social and governance factors," the Organisation for Economic Co-operation and Development (OECD) weighs in on the issue of ESG factors as they relate to...
Factor Tilts by Patrick Geddes June 20, 2017
Students of behavioral economics are of course familiar with the adage about making hay while the sun shines, an insightful observation on how as humans we may need a nudge to acknowledge that good times may not always last. Investors, when acting rationally, do understand that...
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