Christopher K. Merker, PhD, CFA, is a director with Private Asset Management at Robert W. Baird & Co. He holds a PhD in investment governance and fiduciary effectiveness from Marquette University, where he has taught the course “Sustainable Finance” since 2009. Executive director of Fund Governance Analytics (FGA), an ESG research partnership with Marquette University, he is a member of the CFA Institute ESG Working Group, an international committee currently exploring ESG standards, publishes the blog, 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.
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.
American Century Investments has brought to Cboe Global Markets two actively managed nontransparent exchange-traded funds that disclose portfolios quarterly, rather than daily. The American Century Focused Dynamic Growth ETF buys shares of early-stage companies with rapid growth, while the American Century Focused Large Cap Value ETF targets high-quality large-cap companies in the Russell 1000 index that are undervalued. ETF Trends (02 Apr.)
The European Central Bank has extended the period for reviewing monetary-policy strategy to mid-2021 because of the coronavirus pandemic. The ECB has also delayed the Forum on Central Banking to Nov. 10 to 12. Global Investor (subscription required) (02 Apr.)
The Federal Reserve's policy of directing liquidity initiatives at investment-grade and government debt risks creating a $9 trillion pool of "orphan" issuers, such as heavily leveraged companies, that do not qualify for relief. The policy could hurt otherwise creditworthy issuers, says Roberto Perli of Cornerstone Macro. MarketWatch (02 Apr.)
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