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Can I Make An Impact Without Sacrificing Investment Performance?
Drexel Morgan Capital Advisers
Many acronyms and terms are associated with impact investing, including socially responsible investing (SRI), mission related investing (MRI), and environmental, social and governance (ESG). While
Market Summary Report - Second Quarter 2016
Vogel Consulting, LLC
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
Special Market Update: Brexit
Bank of the West
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
Global Economic and Market Commentary: Second Quarter 2016
Drexel Morgan Capital Advisers
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
Why Do I Need An Investment Policy Statement?
Drexel Morgan Capital Advisers
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 Strategy Update: Brexit
Bank of the West
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
A View From London: Post Brexit Market Summary
LGT Vestra
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
Market Commentary 2016 Q2: Stocks, Bonds, and ESG
North Sky Capital
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.
Cash is King
Abbot Downing
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
Strategic Private Equity Investing in Healthcare
NEPC, LLC
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