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.
A survey that fails to address several key issues has obliged the European Commission to postpone a review of the revised Markets in Financial Instruments Directive, sources say. The survey "didn't provide any ideas or solutions, and it's not relevant to the problems the industry faces," one source says. Practice Insight (16 Jan.)
The UK Financial Conduct Authority and the Bank of England have announced a series of deadlines for Libor phaseout. The first deadline is March 2, when users and issuers of derivatives should shift to the Sterling Overnight Index Average. Pensions & Investments (free access for SmartBrief readers) (16 Jan.)
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