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Value Versus Growth Stocks: The Coming Reversal of Fortunes
Vanguard
Over the last ten years, U.S. growth stocks have outperformed U.S. value stocks by an average 7.8% per year. This has led some to question the existence of the value premium. However, for U.S.
How Will Biden's New Infrastructure Plans Affect
Parametric
Investors have shown renewed interest in President Biden's twin infrastructure proposals—the American Jobs Plan and the American Families Plan—and what they will mean for their
Nota Bene Episode 125: What are Non-Fungible Tokens (NFTs) and Are They Here to Stay?
Sheppard, Mullin, Richter & Hampton LLP
When the artist Beeple sold a digital work of art for $69 million, it caught the world’s attention especially because that one-of-a-kind digital art was a non-fungible token (NFT). In this
Portfolio Protection: Challenges with Equity Put Options
Cambridge Associates
The perceived benefits of put options as a tool to protect against equity drawdowns are often outweighed by their complexity, implementation, and ongoing costs (both economic and behavioral).
Unpacking Tax Management
Parametric
Investors may be familiar with the many different ways the sale of a stock can be taxed, but the complexity of the code means there are optimal and suboptimal ways of navigating it. Using the five
Responsible Investing: What’s the Difference Between Screens and Integration?
Parametric
Screens and integration are essential yet distinct ESG incorporation techniques. Both are used to enhance the portfolio’s overall ESG characteristics but are quite different in terms of
Making Sense of Lower Readings on the Market's Fear Gauge
Parametric
What’s behind lower volatility forecasts: COVID-19 optimism or something more foreseeable? We take a deep dive into the numbers.
North Sky Capital Impact Report 2021
North Sky Capital
In this year’s newly enhanced report, North Sky dives deeper into a representative selection of its impact private equity and sustainable infrastructure investments, highlighting companies and
It's Always Tax-Loss Harvesting Season
Parametric
Investors occasionally look to their municipal bond portfolio for loss-harvesting opportunities that reduce the impact of capital gains taxes on portfolio returns. Learn how an active tax-loss
2021 FOX Global Investment Survey Member Report
Family Office Exchange
The FOX Global Investment Survey is designed to aid wealth owners and family office executives review the family’s annual investment goals, current allocation and performance decisions. The