Understanding and Applying Impact Investing in Investment Portfolio Management

Impact investing offers donors the possibility of aligning investments with philanthropic values while realizing financial returns from existing philanthropic investments. Donors may use impact investing as a strategy to revitalize old investments that they already support with this innovative investment strategy. Integrating impact into an existing portfolio may present unique challenges; therefore, taking an effective […]

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The Role of Commodities in Diversifying Investment Portfolios

Commodities offer investors an invaluable asset diversification opportunity. Investors can purchase physical commodities like gold bars or oil barrels directly, as well as ETFs that track futures contracts. Sharpe ratios and Calmar ratios allow us to accurately determine an optimum allocation of up to 9% of assets to commodities in traditional 60/40 portfolios, thus improving […]

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Factor-Based Investing – A Quantitative Approach

Over longer horizons, investment factors have proven their superior performance over the long run, yet their short-term performance can remain unpredictable in market environments. Investors can utilize the underlying characteristics of securities to identify potential sources of outperformance and create multi-factor portfolios. Common factors for doing this are value, size, momentum, low volatility and dividend […]

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Investing in ETFs – A Beginner’s Guide to Exchange-Traded Funds

ETFs offer an excellent way to diversify your portfolio. They’re transparent, affordable and tax efficient. To purchase and trade ETFs, a brokerage account (whether traditional broker or robo-advisor) or existing investment account like your IRA or 401(k) will be necessary. After funding your account, search for ETFs using their ticker symbol. What are ETFs? ETFs […]

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