Investment Management Insights & Research
Navigate Changing Markets with Creative Insights & Expertise
July 9, 2019
Historically, style factors have been shown to deliver superior risk-adjusted returns to passive capitalization weighted indexes and more persistent performance than traditional active management, making them a compelling alternative for investors.
QUALITY AND ESG
Head of Quantitative Research and Strategy
By integrating environmental, social and governance (ESG) factors into their portfolios , investors are increasingly recognizing they can go beyond conventional financial criteria and invest in companies whose emphasis on corporate citizenship matches their own values. Yet even the staunchest proponent of ESG investing acknowledges the importance of financial criteria. How, specifically, can we combine traditional and ESG research to achieve investment objectives surrounding risk, return and ESG performance?
Investors using traditional metrics to find value stocks may be led down the wrong path. Learn why the changing economy requires a different approach to value, and what investors can do to make value work for their portfolios.