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. 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. An adjunct professor of finance at Marquette University, where he teaches the investment course, “Sustainable Finance,” he is also executive director of Fund Governance Analytics, LLC, 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.
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.
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