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 Debashis Chowdhury, CFA
September 2017
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…
In The Media
Quote by Jaylene Howard, CFA, CAIA
July 2017
"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…
Authored by Jaylene Howard, CFA, CAIA
May 2017
Philanthropy News Digest
In January, Edward Shane, managing director at Bank of New York Mellon, told the Wall Street Journal that he estimates boomers have roughly $10 trillion stashed away in tax-deferred savings accounts. As the first generation with 401(k)s, boomers are in a unique position to call their own tune as they decide what to do …
Authored by Stuart Blair, CAIA
February 2017
The Hill
A sign in a corporate IT office once read, “Advice: $10. Good Advice: $1000.” It’s obvious that when it comes to certain things, you do get what you pay for. In the investment advice industry, however, the amount you pay for insight may not necessarily be based on the quality of the advice, but instead on the compen…






2019 Investment Forum Speakers


Libby Cantrill
Policy Implications Related to China


Morgan Housel
Logic Versus Human Behavioral Biases