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INSIGHTS

 


Whitepapers
Master limited partnerships (MLPs) serve an important role in a diversified investment portfolio. In addition to an attractive total return, MLPs provide portfolio diversification and a potential hedge against unanticipated inflation. A master limited partnership (MLP) is a publicly traded partnership that receives pre…
Whitepapers
This paper seeks to identify the correct fit for publicly traded REITs in a diversified investment portfolio. We explore the merits of REITs for the three categories that form broad portfolio diversification: growth, capital preservation, and inflation protection. A REIT is a security that invests in real estate throug…
Whitepapers
The active versus passive investment management discussion has intensified as of late due to active management’s recent inability to outpace their passive benchmarks. Some may have a knee-jerk inclination to fire an underperforming manager, but the data show that investors are better off staying the course. A 2012 stud…
Asset Class Reports
Positive global economic data led to a rally in risky assets over the quarter. Emerging markets outperformed all major asset classes as improving global growth characteristics resulted in better trade prospects. Risk-on assets also benefited as U.S. trade and protectionist concerns subsided.
Whitepapers
Most foundations, endowments, or nonprofits have probably considered environmental, social, and governance (ESG) investing, or soon will. Interest has escalated, and as a result, advice abounds and it is clear: ESG investing is complex. It seems every answer leads to two questions, and it’s no surprise that many turn a…