Environmental, social, and governance (ESG) issues are important, but are all of them material? California State Teachers Retirement System (CalSTRS) CIO Christopher J. Ailman discusses how he resolves investment conflicts.
Jonathan Moog, CFA, and the Lizard Investors team concentrate on the international small- to mid-cap space because they believe there are inefficiencies in that market.
"When someone has a razor-sharp memory, we perceive them to be more intelligent,” says memory expert Chester Santos. “And we always want to do business with, we’re always going to refer, those professionals we perceive to be the most intelligent." That's why it's worth sharpening our memory skills, says Santos. And he has some pointers to help hone them.
“Fear has defined my working life,” Lucy Kellaway says. But it was not the fear that she inspired in others or the fear that others attempted to instill in her. She was driven by a self-imposed fear of “being found out,” a fear that she would fail to meet expectations. That fear was her greatest weapon.
There are three intangibles that all good portfolio managers have, says Jacques Lussier, CFA, but factor-based benchmarks are still the best way to distinguish the effective managers from the lucky ones.