In The Media
Quote by Matt Lui, CFA, CAIA
August 2021
The Market Herald
Global investors are increasingly looking to invest on exchanges in the world's seventh-largest economy, India, and there is a confluence of factors at play.
In The Media
Quote by Stuart Blair, CAIA
August 2021
A securities-based line of credit, or SBLOC, could help tide you over when purse strings are tight. Life happens. At some point, you might need quick cash for a down payment or to cover an unexpected expense, but may not be sure whether it warrants raiding your emergency savings. You could sell some of your investments…
In The Media
Quote by Loren Asmus, CFA, CAIA
May 2021
Talking Biz News
Loren Asmus, CFA, CAIA, Vice President, Investment Research at Canterbury Consulting shared insights on ESG investments with Talking Biz News Deputy Editor Erica Thompson: "​ESG interest from both current and prospective clients is increasing. Clients are interested in ESG from several different perspectives, including…
In The Media
Quote by Loren Asmus, CFA, CAIA
April 2021
Record demand to invest in sustainable investment funds saw the sector’s total assets rise 19% to a fresh high of nearly $2 trillion in the first quarter, data from industry tracker Morningstar showed. The surge in interest marked the fourth quarter in a row that the sector’s assets have hit a record high, amid growing…
In The Media
Industry News
January 2021
Pensions & Investments
More than a dozen institutional investment consulting firms have formed the Institutional Investing Diversity Cooperative to increase data and transparency around diversity in the asset management industry, the group said Tuesday, January 5, 2021. The members said in a joint statement that they will push for better tra…






2021 Investment Forum Speakers


John W. Rogers Jr.
Diversity and Decicion-Making


Dr. Robert M. Califf
Transitioning to a Post-Pandemic World