Historically, alternative investments (alternatives) have been considered a viable investment strategy, as they invest across asset classes and regions, have different characteristics, and behave differently from traditional investments....
Investing in international markets used to be relatively straightforward. Choose a few companies located outside the U.S, allocate them to your stock portfolio, and the resulting portfolio will most likely have diversification benefits, with different risks and...
At the University of Colorado in Boulder, foundation board members and staff are currently dealing with an unusual lawsuit which alleges mismanagement of its $2.4 billion portfolio1 for lagging the S&P 500. A wealthy donor, Clarence Herbst, sued in July 2020 after...
The debate between active and passive fund management in institutional investing has been raging for years. Institutional as well as retail investors tend to believe passionately in one versus the other, but what evidence is there to support either approach? Passive...
