RESPONSIBLE INVESTING: TAKE 3 “THE FINAL WORD”
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09 Mar
2020

RESPONSIBLE INVESTING: TAKE 3 “THE FINAL WORD”

HERE’S THE THING! So, when we tackle climate change we acknowledge that the simple, elegant solutions we seek are in our minds and they are likely to stay there; the real world eludes simplicity. Yet we crave affirmative action; for in it lies our hope. And for investors, hope springs eternal! In our last issue..

01 Nov
2019

PWL’s RESPONSIBLE INVESTING

PUTTING YOUR MONEY WHERE YOUR VALUES ARE: PWL embraces “values-based investing” anchored in “evidence-based principles”, explaining the concept of ESG INVESTING. PWL’s “Starting Point” ESG Portfolio may, or may not, be perfectly aligned to your own investment objectives, but the point of it is to show that today, even small investors have the means to..

15 Apr
2019

SMART BETA FOR DUMMIES

Volume 3 / Issue 4 HERE’S THE THING! A good part of your active manager’s return is a function of the broad market in which she invests; we call that “Beta”. Another portion of your active manager’s return derives from her unique investment “Style”. Broad market “Index Funds” can capture the Beta portion of your..