In The Media
Quote by Loren Asmus, CFA, CAIA
July 2020
U.S. News & World Report
The midstream sector supports the oil and gas industry's infrastructure needs and can increase diversification in a retirement portfolio since it generates higher yields. Investors typically invest in large integrated exploration and production names from the energy sector, as well as utility companies for additional i…
In The Media
Quote by Matthew Lui, CFA, CAIA and Loren Asmus, CFA, CAIA
June 2020
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…
In The Media
Quote by Loren Asmus, CFA
January 2019
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 …
In The Media
Quote by Loren Asmus, CFA
August 2018
U.S. News & World Report
Shopping for junk doesn't exactly have a luxurious ring to it, whether you're hitting a salvage yard for a '62 Ford Falcon horn or combing through VHS tapes of "Sweatin' to the Oldies" at a rummage sale. So think about it: Why would anyone buy a product called a junk bond – conceived, after all, by that legendary felon…
In The Media
Quote by Loren Asmus, CFA
May 2018
U.S. News & World Report
Roughly five years ago, foreign bonds moved into the remarkable position of representing a full third of world's capital markets. And today's investors can't help but ponder the possibilities dangled by nations such as China, which with its $11 trillion bond market, represents the world's third largest. There's at l…






2019 Investment Forum Speakers


Libby Cantrill
Policy Implications Related to China


Morgan Housel
Logic Versus Human Behavioral Biases