Filters
Prior to the Brexit vote on June 23, financial markets were relatively strong. The S&P 500 index was trading just under its all-time high and the British pound was at the highest level of the
Research shows that individuals investing directly in stocks or in mutual funds tend to have substantially lower returns than do comparable equity indices or the funds themselves. This
The 'leave' campaign, a victory for the pro-Brexit voters, was quite a surprise to markets and the world. The United Kingdom, based on a referendum of all eligible citizens, voted to leave
One of the main components of investment management is an Investment Policy Statement (the IPS) that serves as a strategic guide to the planning and implementation of an investment program. It is a
Bond markets globally were off to a slow start at the beginning of the quarter, but began to drive higher as the Brexit vote approached and eventually jumped on the result as investors sought out
UK’s vote to leave the EU has escorted in what could be a long period of uncertainty and volatility in the market. There is also skepticism about the recent, liquidity-driven bounce in risky
Looking back over the first half of 2016, the FTSE 100 index increased by 6.7 percent when dividend payments are taken into account. However, this positive performance disguises the substantial
Impact investing has gone mainstream. The Employee Retirement Income Security Act of 1974 (ERISA), which regulates single-employer and multi-employer private pension plans, now officially agrees.
A growing trend among healthcare organizations is to evaluate and/or invest in private equity funds or directly in companies focusing on opportunities in the healthcare industry. This trend stems
Corporate America is doing it, so why shouldn’t individual and institutional investors do it too? In this case, it refers to creating a so-called “fortress balance sheet” that