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NEWS & EVENTS

 

Events
Manager Webinar
September 2019
Matthews Asia
Global investors continue to feel the repercussions of U.S.-China trade tensions, China's currency "devaluation," and protests in Hong Kong. Trade negotiations may be dominating headlines but global investors should not overlook China’s strong fundamentals and long-term economic growth trends. Rising consumer wealth in…
In The Media
Quote by Stuart Blair, CAIA
September 2019
FundFire
Stronger hedge fund performance this year has sparked a slight boost in investor return expectations, but many of them are still not fully satisfied with the results so far as they keep an eye turned toward worries about the equity market cycle, according to a new survey. Only having 9% of investors report that hedg…
Articles
Press Release
August 2019
PR Log
Canterbury Consulting, an independent investment advisory firm with more than $20 billion in assets under advisement, and the University of California, Irvine's Center for Investment and Wealth Management (CIWM), have partnered in the Pacific Life LIFEvest Financial Literacy Residential Program to help underserved Oran…
In The Media
Quote by Matt Lui, CFA, CAIA
July 2019
U.S. News & World Report
While investors traded high-fives over the Dow Jones Industrial Average hitting 27,000, there was a high 500 to celebrate as well. Even if it didn’t garner nearly as much notice, the S&P 500 index slipped past the 3,000 mark for the first time; the Nasdaq composite likewise shattered its previous record the day before,…
Articles
Authored by Poorvi Parekh, CFA
May 2019
Nonprofit Information
The key role of a nonprofit organization’s trustees is to ensure that investment assets are protected and properly managed so that they can serve the organization’s mission. Regardless of the size of the investment assets, the investment committee seeks to balance the objectives of both long-term growth and ongoing fun…