October - 2019

MARKET COMMENTARY

Thought Leadership: Latest Trends on Sustainable Responsible Investing

Thought Leadership: Latest Trends on Sustainable Responsible Investing

Since 1995, the U.S. SIF: Forum for Sustainable and Responsible Investment has produced a biennial survey of the SRI (Sustainable, Responsible, Impact) asset management industry. Its most recent report, “Report on U.S. Sustainable, Responsible and Impact Investing Trends, 2018,”(1) the assets under management that now consider ESG factors have grown to $12 trillion, an increase of 38 percent since 2016. When the survey was initiated, Sustainable Responsible Investing assets

Third Quarter 2019 Market Commentary

Third Quarter 2019 Market Commentary

The S&P 500 index grew yet again in the third quarter with a 1.7 percent gain, following the gain of 4.3 percent in the first quarter. However, from a risk perspective, performance was much more mixed compared to the broad strength experienced in the first half of 2019. U.S. small cap stocks were down 2.4 percent in the third quarter while developed international and emerging market stocks declined roughly 1.1 percent and 4.3 percent, respectively. What’s more, even with the

Thought Leadership: Do Money Managers Sell Too Quickly?

Thought Leadership: Do Money Managers Sell Too Quickly?

The due diligence that advisors undertake in selecting money managers to whom they entrust their clients’ assets is a cornerstone function for ensuring their clients’ long-term financial success. While the research into the behavioral biases of individual investors is quite robust, there is less research into how behavioral biases manifest themselves in professional money managers. In a recent academic study, “Selling Fast and Buying Slow: Heuristics and Trading Performance o

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