Risk Management

Investors Handed Stark Warning with Latest Climate Assessment ~ Bloomberg

IPCC report says "the extent and magnitude of climate change impacts are larger" than previously estimated. Originally published by Bloomberg, February 28, [...]

The Crisis in Ukraine: Authoritarianism’s Threat to the Next Economy

Markets aside, the events of the past week have been devastating. Russia’s war on Ukraine is ending lives and placing millions more in harm’s way, while [...]

Let’s Talk Volatility ~ Audio Recording

Today we offer you an audio companion piece to our CIO's recent blog titled "Let's Talk Volatility," because there are so many misconceptions and outdated [...]

2021: A Mosaic of Consolidation, Growth, and Impact

Where investments are made – where capital flows – defines what the economy is. What we purchase and use, how we use it, and how we power it: the whole [...]

The Great Repricing: Next Economics and the Climate Crisis

When our friends and colleagues at Gitterman Asset Management asked us to contribute to an important and comprehensive report titled "The Great Repricing: [...]

The “S” in ESG: Moderna vs ExxonMobil

It has been investment industry practice to carefully interrogate the methodologies used by ratings services to assign ESG ratings to companies and to [...]

Quantum Computing, AI, and Asset Management

Quantum computing capabilities represent a step change for the global economy. In October 2019, Google AI Quantum represented that their quantum processor [...]

Notable Women in Accounting ~ BizWest

We are thrilled that our COO Betsy Moszeter's accomplishments were recognized by BizWest's Notable Women in Accounting publication! The full article can be [...]