by crennich | Sep 12, 2019 | Investing & Markets, White Papers
Private equity investing is often described as a superior alternative to public equity investing with studies citing private equity’s historical outperformance vis-a-vis the S&P 500 Index. However, these studies frequently do not adjust for issues such as 1) appropriate benchmark selection, 2) current market valuations, 3) illiquidity, and 4) high fees.
by kathleen | Nov 8, 2018 | White Papers
Short selling strategies play an important role in a complete investment portfolio. Using environmental, social, and governance (ESG) characteristics, a sustainability-focused investor can incorporate a long/short strategy into his or her portfolio by going long the firms with excellent ESG characteristics and shorting those that have poor ESG performance.
by kathleen | Oct 23, 2018 | Financial Advisors and Institutions, White Papers
If you are a conscious consumer, you probably make decisions in your day-to-day life to support good businesses and business practices. You may avoid certain products or companies because you disagree with their principles.
by crennich | Oct 11, 2017 | White Papers
In the late 1990s, Nike’s brand image had become increasingly tarnished due to a wave of environmental and safety scandals, with each scandal more painful than the next….. Nike’s response?
by crennich | May 24, 2017 | White Papers
Don’t let the conservative dress habits of the financial services industry fool you; the financial world is far from
immune to fashion trends, at least when it comes to financial products.
by crennich | May 19, 2017 | White Papers
In this analysis, we argue that applying ESG integration concepts to short selling has the potential to uncover opportunities that can generate attractive returns, mitigate risk, improve diversification, and allow one to invest in better alignment with one’s values.