Our Library
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..

04 Nov
2019

RESPONSIBLE INVESTING: A LITTLE ROCKET SCIENCE HERE

HERE’S THE THING! We’re staying with Leonardo — “Simplicity is the ultimate Sophistication”, but we daren’t risk keeping our heads in the sand. Some things get a little complicated and RESPONSIBLE INVESTING is one of them. We can all be players with an influence on issues affecting the world’s environment, social justice and governance. A..

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..

28 Jun
2019

NO ROCKET SCIENCE HERE

Volume 4 / Issue 1 HERE’S THE THING! Creating a sophisticated portfolio to meet your unique investment needs is considerably simpler, and cheaper today, than at anytime in the history of investing. You don’t need to choose, or even think about choosing, securities. And you don’t need to pay huge fees to retain someone 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..

01 Apr
2019

ERRATUM IN THE DATUM – NO FOOLING!

Volume 3 / Issue 3 HERE’S THE THING! SPIVA has reported corrections to some data I used in January’s Quaero JOURNAL . Corrected here, with the help of Professor Amin Rajan, I expand on the active/passive issue in an investment world radically disrupted over the past decade. Back in January, “In the bleak midwinter, Frosty..

13 Feb
2019

OUR CLIENTS’ INTERESTS COME FIRST

Volume 3 / Issue 2 HERE’S THE THING! Everybody says their clients’ interests come first, but how many investment managers actually put their money where their mouth is? And how do you measure an investment manager’s client service ethic, anyway? Alright, let’s get to it . . . in prior issues of Quaero JOURNAL I promised to..