There is perhaps no better time for social equity investing. Many institutional investors have long sought to promote social equity through grant making and other philanthropic endeavors. With the field of impact investing maturing, these institutions are now increasingly seeking investment solutions to accomplish the same goal. In this paper we review the current state of social equity in the United States, highlight eight core social equity issue areas, and discuss the lessons we’ve learned in constructing portfolios with these investments. While investors need to be mindful of risks, we believe that investments can be made to promote a social equity impact agenda across the portfolio.
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It is well known that corporate plan sponsors have until mid-September to make deductible contributions under the more favorable 35% corporate tax rate. This is…
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Answers to our clients’ questions about market action and the market environment in a few paragraphs every two weeks. Yes, but investors should be selective…
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Answers to our clients’ questions about market action and the market environment in a few paragraphs every two weeks. Solid fundamentals in most countries should…
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Climbing the wall of worries is getting tougher. There is room for markets to progress, but caution is required at this stage in the cycle. Markets must overcome four main forces: monetary policy tightening, US dollar strength, a China growth slowdown, and trade friction.
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Answers to our clients’ questions about market action and the market environment in a few paragraphs every two weeks. We don’t believe so. US small…
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Answers to our clients’ questions about market action and the market environment in a few paragraphs every two weeks. In short, no—their use isn’t going…
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No, MSCI index inclusion will not trigger a bull market in Chinese A-shares.* Given the very modest initial weights and the lack of clarity on future increases, we doubt that index-driven flows will drive share prices meaningfully higher.
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Yes. Since fixed income derivatives are more capital efficient and flexible than physical bonds, they can play a key role in liability hedging for many corporate and other single-employer pension plans.
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