Team


JULY 2018

Takeaways from the Aspen Ideas Festival: Political Spotlight, Part I

Doug Cohen, managing director of portfolio management, shares the key takeaways from the panels he attended on the topics of American Democracy and Globalization at the Aspen Ideas Festival.

JULY 2018

Quality and Values-Based Investment Analysis: More Similarities than Differences?

While the terminology used by ESG and quality investors differs, they all share the common objective of finding companies that can sustain and grow their competitive positions.

JUNE 2018

Lies, Damned Lies, and Statistics

Metrics such as a the newly developed “Marx Ratio” can be helpful components to ESG measurement, but they can also be overly simplistic. It’s time for investors to be equipped with a broad array of metrics to evaluate ESG factors.

JUNE 2018

Investing for Climate Impact: Opportunities for Advancing Clean Energy

In a recent panel discussion hosted by Athena Capital, asset owners, financial advisors, policy researchers, and business entrepreneurs identified opportunities for investors interested in the transition to a less carbon-intensive energy economy.

JUNE 2018

The Key Risks to Synchronous Global Growth

In an investment world where history tends to repeat itself, we can be certain the ongoing synchronous global economic expansion will eventually come to an end. Here are the five key risks that are most likely to derail the markets.
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