Risk Management

194 Posts

Investment Opportunities Flow from Water Initiatives

Environmental changes, population growth, contamination, and aging infrastructure are all contributing to water shortages. Solving such problems will require input from the for-profit and not-for-profit sectors. By targeting water initiatives, investors may find secular growth in municipal bonds, public and private company shareholdings, and exchange-traded funds. Read more

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Top 10 Posts from 2015: The Buffett Bet, Oil Prices, and Accounting Errors

Top 10 Posts from 2015: The Buffett Bet, Oil Prices, and Accounting Errors

As the year draws to a close, it is illuminating to look back at the articles that most resonated with our readers in 2015. In many ways, the results encapsulate the macro and micro issues that investment professionals encountered throughout the year and that are likely to shape the industry in the weeks and month ahead. So what were the leading posts from 2015? Read more

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The Benefits and Risks of Target Date Funds (TDFs)

The Benefits and Risks of Target Date Funds (TDFs)

What is the optimal amount of risk a client should have in their portfolio throughout their career? This is not an easy question to answer, so it is not surprising that there are many different responses. Target date funds (TDFs) are, in theory, simple products that allow clients to focus on a single question: “How old am I?” Read more

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Climate Change and Investment Decisions: Selected Reading

How can institutional investors integrate climate change into their investment decisions? It’s a challenging question certainly, and some would expect it to remain unanswered — or be relegated to obscure academic papers. On the contrary, it is a question that is being addressed head on by investment practitioners. Here is a list of five publications from 2015 that directly take on the challenge of climate change and investing. Read more

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Best of 2015: Stories for Investors

Best of 2015: Stories for Investors

Jason Voss, CFA, shares his choices for the best stories for investors in 2015. These range from central bank influence on the economy, changes afoot in China, the preeminence of demographics in explaining future economic states, the current state of finance, and even news in quantum physics! Read more

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