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Investment Strategy | Insights Blog
Key takeaways During periods of dislocation in high-quality credit, investors should stay the course within fixed income portfolios and maintain active risk to benefit from the inevitable rebound...
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Responsible Investing | Articles
Sustainable investing, sometimes called environmental, social, and governance (ESG) investing, has been a hotly contested topic for decades, an the debate continues with both supporters and naysayers...
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Investment Strategy | Insights Blog
In Part I of this blog series, “Investment Manager Fees: Out of Sight, Out of Mind”, we discussed our approach to determining the value of an asset manager and how we might calculate a fair price for...
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Investment Strategy | Insights Blog
One of the most pressing questions facing fiduciaries is that of investment management fees. We think it is a healthy and necessary discussion, as even small fees can have a big impact on performance...
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Investment Strategy | Articles
In March, capital markets entered their tenth year of post-crisis recovery. For diversified portfolios, these have been some of the most profitable times, characterized by strong returns, positive...
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Investment Strategy | Insights Blog
It’s straightforward to get an answer to that question, at least superficially: draw at random from a manager universe, build hypothetical portfolios with the selected managers, track performance,...
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Perspectives | Articles
For investors building multi-manager portfolios, a look at an alternative hedge fund beta. Approaches to stock selection vary widely across the hedge fund universe, even among managers practicing the...
