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When Direct Indexing Is the Right Choice

Since direct indexing is not for all investors, Vanguard lists out some scenarios in which it may be a good fit for clients.

ESG Investing: Don t Forget Factor Exposures

Qontigo s new Carbon Emission Price factor: An innovative approach to measuring carbon risk

The latest addition to our expanding risk model suite is a Carbon Emission Price factor. With sustainability playing an increasingly important role in investor decision making, the new factor.

Experts on ESG, factor performance win Bernstein Fabozzi/Jacobs Levy award

Experts on ESG, factor performance win Bernstein Fabozzi/Jacobs Levy award Print From left, Mike Staunton, Paul Marsh and Elroy Dimson, co-winners of this year s Bernstein Fabozzi/Jacobs Levy Awards for Best Article Two pieces tied for Best Article in this year s Bernstein Fabozzi/Jacobs Levy Awards. First, Elroy Dimson, Paul Marsh, and Mike Staunton were honored for their piece, Divergent ESG Ratings, which appeared in the November issue of The Journal for Portfolio Management. The article by Mr. Dimson, professor of finance and chairman of the Center for Endowment Asset Management at Judge Business School in Cambridge University, Mr. Marsh, emeritus professor of finance at London Business School, and Mr. Staunton, director of the London Share Price Database at London Business School, examines the divergence between environmental, social and governance ratings from different providers and the relationship between ESG ratings and subsequent portfolio performance.

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