Most investors realize that it’s important for a company to have a good management team. The problem is that evaluating management is difficult. So many aspects of the job are intangible. It’s clear that investors can’t always be sure of a company by only poring over financial statements. Fallouts such as Enron, Worldcom, and Imclone have demonstrated the importance of …
Environmental, Social, and Governance (ESG) factors are rapidly rising in investor cognizance worldwide. But it isn’t just conscientious backers and philanthropists filtering for ESG. When it comes to business; sustainability, equality, and a clean environmental record are essential facets of financial performance—and savvy investors are starting to embrace these determinants. ESG factors are used in …
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Conventional financial advice since the dawn of mankind has always come from a real, live human being. Yet with technology changing the way we go about life in almost every way possible, robo-advisors — computer programs designed to invest your money — are a popular reality for investing and retirement savings. Robo-investing services are growing fast, their …
Everybody has biases. We make judgments about people, opportunities, government policies, and of course, the markets. When we analyze our world with our own biases, we put our observations through a number of filters manufactured by our experiences. For most people, it is impossible to be unbiased in investment decision-making. There are generally two prevalent types …
Investors pay their managers a fee according to their contract. Assets managed, multiplied by the predetermined fee is the cost of investment advice. Case Closed, right? Depending on the placement of investments, there may be a “Layering of Fees”. If the Investment Manager uses additional funds or groupings of assets for investment, the managers of …
