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Blog

Apr
2021
By Emmett Shiras, CFA, CAIA
Environmental, social, and governance (ESG) criteria have become a top priority for many investors and portfolio managers when it comes to investment decision-making. ESG strategies, also known as sustainable funds, accounted for nearly one-fourth of overall flows into open-end funds and ETFs in the United States last …

Oct
2020
By Emmett Shiras, CFA, CAIA
This blog post examines the use and benefits of dividends and share buybacks in the United States and Europe, as well as the significant impact of COVID-19 on these forms of profit distribution. Furthermore, we compare the shareholder yield metric, which is a more complete measure of shareholder return, to the dividend…

Aug
2020
By Emmett Shiras, CFA, CAIA
Active management has faced challenges over the recent decade. In particular, the U.S. large-cap space has proven to be a difficult area for active managers to add value. Apple, Microsoft, Amazon, and Google have dominated returns and make up a significant weight in the Russell 1000 Index. The companies’ combined $6.2 …