Investments

Filters

FOX 2021 Global Investment Survey Highlights
One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys. Gaby Griffin, the Market Leader for Business Owners and Family Office Executives at
Are Natural Resource Stocks the Inflation Fighters Investors Want?
Parametric
For many investors, the desire to own commodities stems from the asset class’s inflation-hedging or portfolio-diversifying characteristics. While the most common way to get commodity exposure
Deliberate Evolution vs. Mutation in Public Equities Markets
A well-intentioned and deliberate approach to adjusting public equity market structure through regulation can result in positive outcomes for investors, but that approach isn’t always what
A Deep Dive into DEI, Part 2: Using Investing to Bring DEI Goals Within Reach
NEPC
While implementing diversity, equity, and inclusion (DEI) has benefits in all walks of life, the investment marketplace is a highly impactful arena for driving DEI outcomes. After the first part of
A Deep Dive into DEI, Part 1: Why Diversity, Equity, and Inclusion Dominate the Conversation
NEPC
Research has convincingly shown that having diversity of opinions and backgrounds is positively correlated with better decision-making and long-term results. In this two-part series, a deep dive
Tackling Climate Change Through the Municipal Bond Market
Parametric
The Biden administration has unveiled a new $2 trillion infrastructure and economic recovery plan, the American Jobs Plan, which is designed to simultaneously revitalize the country’s
State of the SPAC Market
Risk Strategies Company
Is the Special Purpose Acquisition Companies (SPACs) market dimming? Not likely. Even as the SPAC market takes a breather from its hypersonic acceleration in early 2021, new funders
Improving Investment Returns: Manager Sizing With Active Risk
Cambridge Associates
Monitoring concentration in investment managers is an important component of portfolio risk management. While portfolio-level analysis on liquidity, beta, and volatility are frequently monitored, a
The Risk Report: Key Findings from a Four-Year Analysis of Institutional Portfolios
Northern Trust
When portfolios don’t deliver outcomes as expected, the number one question is “Why?” In this Risk Report, the answers are provided through an examination of more than 200
School's Always in Session: Brush Up on Your Financial Literacy
Parametric
While April may be the official month of financial literacy, investors should commit to staying informed all year round. Whether dealing with terms like meme stocks (stocks that typically trade on