Mid-Year Responsible Investing Update: Disclosures, Climate, and Diversity
Never have there been such interest in all things ESG. The pandemic hit a reset button and prompted people to focus on what they see as most important, especially climate change and diversity and
Investment Resourcing a Family Office
BNY Mellon Wealth Management
In today’s investment environment, family offices require full investment capabilities to achieve the returns required by wealth owners. As there are many non-investment activities happening in
Midyear Bond Outlook: A Stronger Economy Supports Lower Volatility
The reopening economy hasn’t come without drawbacks—but compared with last year’s headaches, bond investors can expect a much less dramatic second half of 2021.
Responsible Investing
With an ever-growing number of investors looking to incorporate their environmental, social, and governance (ESG) principles into their portfolios, responsible investing is no longer a niche
Stars in Your Eyes: How Credit Upgrades Benefit Corporate Bond Investors
Going from rising stars to fallen angels, a record number of corporate bonds were downgraded to high-yield status in 2020. Against a backdrop of economic expansion and the credit markets entering a
Family Philathropy Speaks: a Conversation with Irene Pritzker and Liesel Pritzker Simmons
National Center for Family Philanthropy
Liesel Pritzker Simmons, principal and co-founder of Blue Haven Initiative, and her mom Irene Pritzker, president of the IDP Foundation, have built innovative family philanthropy efforts. In this
What Investors Should Know About ESG in Fixed Income
It’s understandable that investors have questions and concerns about ESG investing in the fixed income markets. However, investors can align their values with their fixed income
Transitioning to a New Market Cycle Requires a Fresh Look at Risk
Investor anxiety is shifting from the impact of COVID-19 to the changes that may come with the removal of stimulus measures. Investors can make the transition to a new market cycle by managing their
Roll-Down Impact on Bond Returns
Investors have been building bond portfolios using a laddered strategy since the early 1900s. Even in a flat or rising rate environment, a ladder’s total return can materially exceed its
Factor Investors: Three Ways Tracking Error Keeps an Investment Strategy on Course
When in the pursuit of enhanced risk-adjusted returns, investors with strong convictions are often drawn to factor investing—tilting portfolios toward a particular factor like value, low