Christopher K. Merker, PhD, CFA, is a Financial Advisor and a Director with Private Asset Management at Robert W. Baird & Co. Incorporated. He holds a PhD in investment governance and fiduciary effectiveness from Marquette University. Since 2009, Chris has taught Sustainable Finance at Marquette, and is executive director of Fund Governance Analytics, LLC, a research partnership with the university, and a provider of environmental, social, and governance (ESG) research and diagnostic tools for asset owners and institutional investors. He publishes Sustainable Finance, which covers current topics around governance and sustainability in investing, and is co-author of the book The Trustee Governance Guide: The Five Imperatives of 21st Century Investing. He is past president of the CFA Society Milwaukee, and a founder and current board member of the CFA Society Milwaukee Foundation, a sister organization dedicated to promoting financial literacy.
Memes are simple ideas that sometimes take hold and change the world. Finance has undergone two major cycles of transformation under this principle over the last 100 years and a third cycle more recently. Christopher K. Merker, PhD, CFA, explains.
Americans are a cost-conscious lot. We all like a good deal. And that's become especially clear when it comes to investing. In almost every governance survey of asset owners, investment expenses have emerged as one of the top three concerns.
In the final analysis, can we truly measure the emissions of our portfolio? Or understand what the actual “carbon footprint” is? No, not really, says Christopher K. Merker, CFA, but it is becoming easier.
The lower house of the Japanese parliament has approved a trade agreement that could increase sales of US beef and other agricultural products. The measure goes next to the upper house, which is expected to back the deal. BNN Bloomberg (Canada) (19 Nov.)
Cryptoassets are "tradeable property" and smart contracts are "enforceable agreements" under English law, according to a task force of the Lawtech Delivery Panel. The statement aims to give legal certainty for use of cryptoassets and smart contracts in the financial-services industry, says Geoffrey Vos, chancellor of the High Court of England and Wales. CoinDesk (UK) (18 Nov.)
The National Association of Insurance Commissioners and the Financial Industry Regulatory Authority are working on a memorandum of understanding to establish a system for exchanging licensing information on insurance producers and registered representatives. ThinkAdvisor (free registration) (19 Nov.)
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