Canterbury Consulting’s Loren Asmus Named Vice Chair of the Board by Choral Arts Initiative

To musicians Matt Lui and Loren Asmus, picking a manager is a lot like writing and performing a song. The writer uses logic and structure to write the notes, then the players work together, harmonizing with the band to bring emotion to the music and create something beyond the paper. And to these two investment researc…

There’s no magic that goes into socially responsible investing. The secret sauce isn’t really a secret: You just figure out what criteria matter most to you and screen stocks that pass muster. “ESG is a very broad space,” said Loren Asmus, vice president at Canterbury Consulting in Newport Beach, Calif. “It can get co…

Although underlying asset managers are cognizant of investors’ growing appetite for divestment and ESG issues, investors still need to be implementing “reasonable policy parameters”, says Debashis Chowdhury, president at Canterbury Consulting, a consultant firm that also provides OCIO services. “You really have to mak…

"Why shouldn't older workers and retirees invest in environmental, social and governance factors?" Jaylene Howard, a director at Canterbury Consulting. "Responsible investing has been a growing investment strategy for all generations for decades," she added. "However, a key difference between the strategies of the past…