White Papers

Would you like to demonstrate to your stakeholders that your organization lives its values through investing?

During Q4 2015, I attended a Benefits and Pensions Monitor conference on ethical investing. Through a series of individual presentations and then a Q&A session,...

Executive Summary Smart Beta portfolio products have garnered much attention recently. These products are generally defined as portfolios purposefully exposed to a given fundamental factor...

Ask any investment management firm what makes them an institutional quality firm and they will respond with a series of factors. Their list will include,...