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 […]

Continue Reading

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 […]

Continue Reading