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 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 …






2022 Investment Forum Speakers


Cathie Wood
CEO and CIO of ARK
"Purchasing Power, Inflation, and Deflation"


John Emerson
Capital Group International, Inc.
"Biden and International Relations"