Home Portfolio Construction Portfolio Strategies

Portfolio Strategies

In an Opinion article published in The New York Times entitled “More Cities and States Should Divest From Private Prisons,” Scott M. Stringer, comptroller of New York City and trustee for New York City’s Retirement Systems, along with Javier...
Summary Divestment from fossil fuels and low carbon investing strategies have gained attention and a certain degree of traction among endowments and foundations, sovereign funds, public pension funds and some individual investors. Just in the last two months, both the...
Vanguard Shareholders Vote on Genocide-Free Investing in Mutual Funds Today Vanguard is holding a Joint Special Meeting of Shareholders in Scottsdale, Arizona. Shareholders have been asked to vote on board of trustees nominations and on several fund proposals that will...
Amazon, General Electric and Wells Fargo Attract Negative Coverage Recently and Challenge Sustainable Investors Last weekend three prominent publicly listed companies, Amazon.com, Inc. (AMZN), General Electric Company (GE), and Wells Fargo & Company (WFC), were the focus of negative articles...
Exchange-Traded Fund Investors Legal Action Rebuffed This week on September 25, 2017 the Wall Street Journal (WSJ) reported that exchange-traded fund (ETF) investors were rebuffed in their legal action against BlackRock Inc. for omitting certain warnings in fund documents...
Synopsis: This research article, the first in a series, explains that the growth and development of index mutual funds and ETFs is attributable to evidence that most actively managed equity funds underperform their benchmarks due to the efficiency of the...

Latest on the Blog

Follow Us

56FansLike
1,193FollowersFollow
432FollowersFollow
442FollowersFollow