Paying Off Debt vs. Investing
As interest rates have increased and the stock market has struggled, the calculus of whether to use fresh cash to retire debt or make an investment has changed.
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Actively Managing a Multi-Theme Portfolio
The best opportunity for generating alpha may no longer be found in managing relative exposures around a standard benchmark index, but reside in identifying profound and sustainable technological, demographic, social and economic changes that will lead in a new generation of wealth creation.
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Passive Investing: The Role of Implicit Security Selection
Here’s a provocative thought. Index investing is not an entirely passive investment management strategy. Passive investing is rife with implicit investment decisions, many of which investors unknowingly transfer to the invisible committees that manage such indexes.
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ESG Investing in ERISA Retirement Plans
While Environmental, Social and Governance (ESG) criteria investments that don’t sacrifice returns or hold greater investment risk are permitted in ERISA plans, a 2020 U.S. Department of Labor (DOL) rules modification established a higher bar for including ESG investments in a qualified plan and cast a cloud over ESG investment options.
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What is Sustainable Investing?
Sustainable investing is an investment style that oversees risks associated with the degradation of ecosystems and the challenges companies face as a result. As a financial advisor, there are several aspects to sustainable investing that you need to understand. To start, it would be wise to take a look at the United Nations’ 17 Sustainable Development Goals (SDGs)1 to get an idea of the scope and impact investments could make.
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