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September 8, 2016
Sometimes even the best evidence-based active investment strategies can create a formidable challenge to investors seeking to exploit them.
Case in point — momentum investing.
On the one hand, stock-selection momentum strategies can have the potential to generate excess expected returns over the long run; on the other hand, these strategies sometimes generate massive amounts of investor pain when they inevitably go through long bouts of poor relative performance. It’s a kind of quid pro quo: In order to access the potential gain, you must be willing to accept the potential pain.
Christopher Geczy, PhD, talks about the importance of doing well and doing good simultaneously for clients through impact investing. Your competitors are paying close attention to impact investing and you should be too, Geczy says.
Money. Time Inc.
May 9, 2016
How now, Dow?
The Dow Jones Industrial Average, or the Dow, is the oldest and most widely followed barometer of the U.S. stock market. “It represented one of the first aggregate ways of looking at how security prices change,” says Chris Geczy, academic director of the Wharton Wealth Management Initiative and the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School of the University of Pennsylvania.
Is diversification dead? Not entirely, but with the democratization of Modern Portfolio Theory it’s not your father’s 60/40 world anymore.
April 12, 2016
Forefront Analytics, LLC and Threshold Group, LLC (http://thresholdgroup.com), announce the rollout of the Forefront Impact Resiliency Strategy, a groundbreaking investment solution designed to provide investors concerned about Environmental, Social and Governance (ESG) issues with a sophisticated tool to help navigate turbulent markets.
Anne Field, Contributor
February 27, 2016
The bipartisan embrace of Social Impact Bonds (SIBs) is growing ever more vigorous.
Also known as pay for success, SIBs are a new mechanism for financing initiatives aimed at addressing social ills, such as recidivism and substance abuse; they involve public-private partnerships in which investors get paid back only if the program meets agreed-upon, measurable outcomes.
September 29, 2015
John Elkann, the leader of Italy’s billionaire Agnelli family, has a way of preparing his relatives for a big takeover battle that you won’t see at your everyday company.
In June, he gathered two branches of the prominent Italian family — owners of Ferrari and Fiat Chrysler– at the renowned Juventus stadium in Turin for a friendly game of soccer, cheered on by dozens of relatives. The next day, at the annual meeting of the family’s holding company, Elkann explained why he was pursuing a deal that would shift the business empire from cars to finance, the clan’s most transformative deal in over a century.