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Thematic Research

Capital Markets
Expected Course of the Expected Equity Returns
Much has been said regarding the likely future direction of the equity market, which over the last half decade has defied all...
September 2017
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Capital Markets
Yields and Their Components
In this note I discuss the components of Treasury yields, most notably – the “bond risk premium” (BRP).
January 2019
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Capital Markets
Arithmetic, Geometric and Other Types of Averages
There are many types of averages used in the applied finance today.
February 2019
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Capital Markets
Capital Sigma: The Advisor Advantage
An ongoing debate among investment advisors and their clients centers on value: creating it, preserving it, and perpetuating it.
2019
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Capital Markets
Active vs. Passive Asset Management: A Revisit and Further Research
We have updated our Active vs. Passive Asset Management research and refreshed the findings of the prior version of the whitepaper to accomplish three goals.
2019
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Factor Investing
Managing Volatility — A Little Planning Goes a Long Way
Recent market volatility has prompted many advisors to mount an aggressive stance against portfolio risk.
2019
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Impact Investing
How and Why SRI Performance Differs from Conventional Strategies
Exploration of the Cross-Sectional Return Distributions of Socially Responsible Investment Funds
2014
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Blog
Our Latest Research On Active Versus Passive Asset Management
As you are likely well aware, the debate regarding active versus passive investing has existed for a while.
September 2019
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Portfolio Research

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