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Actions demonstrate what it means to be a sustainable business. And in times of crisis, such as the COVID-19 pandemic, companies show through their actions how they balance societal concerns and profit motives. Further, companies that find a role in addressing this crisis can use this opportunity to do well in the world and to chart new long-term business opportunities.

The exclusion of the high-profile company Tesla Motors from a major equity index took many investors by surprise. The news sent the company’s shares down 21% the next trading day. That example illustrates the critical role of index providers and the level of discretion they may have in adding or removing constituent stocks. It’s just one reason to consider investing in a customized separately managed account (SMA) instead of remaining dependent on an index provider.

Investing sustainably does not mean sacrificing returns. In fact, the opposite is true across many different asset classes. A closer look shows how investments in private equity, public equity, and fixed income can generate social impact while driving real financial results for investors.

Portfolio customization is growing in popularity among equity investors—but does it have a place in the bond market? Learn about the benefits of stratified cells.

Thought leaders and practitioners discuss key investment risks and opportunities through a social equity lens, and are joined by Judy Belk, president and CEO of The California Wellness Foundation, for a fireside chat on how the foundation is addressing social equity issues holistically through both grant-making and investment approaches.

The unique market environment which we are calling "Post-Monetary Era" presents many challenges for investors, suggesting that investors should focus on defining, quantifying, and prioritizing their goals in order to maximize their probabilty of financial success. This podcast suggests that investors view their goals as "self-imposed liabilities" and organize their investment portfolios accordingly to fund those.

Individual investments in your portfolios may be viewed as “bundle" of different risks: term risk, default risk, equity risk, alpha risk, illiquidity risk, and leverage risk. Some investments—such as the 30-Year U.S. Treasury Bond—carry only a single type of risk (term risk), while more complex investments or fund vehicles such as venture capital funds may embed multiple types of risk (term, equity, alpha, illiquidity).

As the clock winds down on the U.S. election, many investors are interested in how a Biden administration would impact their taxes—particularly whether it’s more beneficial to realize gains today (pay now) or continue to defer gains into the future (pay later). It’s a big tax management decision for investors and advisors. We take a look at the implications of each choice.

Election Day in the U.S. has the potential to surprise in many aspects, and this year’s election outcome will have a profound impact on equity valuations—or at least that’s what the market appears to be telling the investors. With this year’s referendum likely to result in valuation changes, the attention turns to the question of how much.

A slow economic recovery will continue, as governments and central banks search for the right policy mix amid the COVID-19 crisis. The policy will implicitly aim to manage many financial markets, but such efforts will not stop volatility. Strategic asset allocation remains the best way to navigate a still very uncertain investment environment.