Investment management professionals are like physicians—we take care of our clients, not only of their wealth but also of their well-being, through the science of investing. Dedicated investment-management professionals ask, listen, empathize, educate, prescribe and treat.


October 2014

  • Liquid Long/Short Mutual Funds

    Investors who want the return opportunities of equities but are concerned about a fully valued market should consider strategies that are designed to asymmetrically capture up and down market movements, which can allow potentially for participation in market upside while mitigating losses during market declines. Specifically, long/short strategies deserve a larger role in investor portfolios… Continue reading

  • Green Bonds

    Every so often, market innovation and social imperatives create something exciting that has the potential to make a real difference. As the world’s developing countries and fast-growing cities are facing an increasing financial challenge from climate change, they need ads, airports, buildings, water systems and energy supplies that can stand up to rising global temperatures… Continue reading

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