Loading...

BLOG

 

Jun
2020
By Loren Asmus, CFA, CAIA
In the third part of our three-part series on ESG, we will focus on impact investing and how it can be implemented across client portfolios. Impact investing is an approach that seeks specific outcomes for ESG-related issues. The segment focuses on intentionality of investments and seeks to measure the impact of desire…

Jun
2020
By Matthew Lui, CFA, CAIA
In the decade leading up to 2020, index fund investing felt like smooth sailing. Then, everything suddenly changed. In March of 2020, the S&P 500 Index suffered a drawdown of 34% from its recent peak as investors panicked over the coronavirus crisis. What happened next was just as jarring: even as the global economy la…

May
2020
By Matthew Lui, CFA, CAIA
In nature, fish tend to swim in schools to avoid getting eaten by predators. Yet in investing, "going with the flow" can eat into your portfolio's gains. It can be helpful to review fund flows data, especially in times of distress. Here are three lessons about investor behavior learned from recent fund flows data.