Wealth Management


SEPTEMBER 2019

Capitalizing Culture As An Asset

In an industry focused on developing variant perceptions, most investors tend to create variance through interpretations of quantifiable metrics—brushing off intangible factors as immaterial to financial success. Alex Chown, Research Associate, states that through this approach, it’s common for investors to overlook the affect the impact culture has on the directional success or failure of an organization—potentially giving an advantage to those that do.

SEPTEMBER 2019

Investing in International Equities: What's the Point?

Erick Rawlings, Managing Director, Research, discusses the rise of positive returns in US equity markets compared to foreign equities. This led Erick and the Athena Research team to investigate whether the asset class is due for a rebound, or, if investing abroad is fruitless, given the diminished correlations benefit.

AUGUST 2019

Beyond Conversation: Gender Inclusion Now

Dr. Lisette Cooper, founder and CIO, presented the keynote address at the Impact Capitalism Summit, hosted by Big Path Capital. The theme of the conference focused on “Impact at Scale.” While there are many lenses that one could put on the topic of impact investing, Dr. Cooper focuses on a gender lens and shares actionable ideas that investors can implement to promote gender equality at scale.

JULY 2019

Collateralized Loan Obligations Flourish: A Case of Déjà Vu

The alphabet soup associated with the Global Financial Crisis has resurfaced as CLOs and CDOs once again make headlines. Since 2008, mortgage securitization has crawled to a halt--with the exception of the highest quality government-backed loans. Securitization has flourished in corporate debt markets, however, with record issuance of Collateralized Loan Obligations (CLOs) causing déjà vu.

JULY 2019

The Performance of Value vs Growth: Look at Per Share Earnings and Free Cash Flow Growth

Over the long-term, value stock investments tend to outperform growth investments. Erick Rawlings, managing director, research, searches for an explanation as to why the current bull market is seemingly at odds with this historical trend.
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