Ian Robertson, CFA, is a portfolio manager at Odlum Brown Limited and a DPhil candidate (part time) at the Smith School of Enterprise and the Environment at the University of Oxford.
The proxy voting system has taken on added importance amid growing interest in environmental, social, and governance (ESG) issues and how investors vote on related shareholder proposals. So, how can we improve it?
Pulak Prasad reframes the quest for long-term investment success from a focus on the tools we have to a focus on the outcomes we seek.
Larry Swedroe and Samuel Adams's book is a good starting point for those seeking to understand the history and current practices of sustainable investing.
Gross domestic product has become the comparative benchmark for the wealth and growth rates of nations. The author provides a concise history of GDP, which offers fertile ground for the consideration of future changes to its use and to the use of other inputs in the valuation of stocks and stock markets.
The author draws on his own investing experience to deliver a tongue-in-cheek guide on how to avoid common financial mistakes. Seasoned professionals and novice investors alike will laugh their way through the book’s lessons because the author possesses a brimming wit and a lifetime of collected wisdom, often gained through the same mistakes he cautions readers against.
David Grau, Sr., provides a step-by-step guide to implementing a succession plan. The book is directed primarily at owners of independent advisory firms but should also be of considerable interest to their employees, their clients, and regulators, as well as investment professionals at larger firms who are considering the establishment of their own practices.
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