Mar 31, 2022
ESG regulations and standards are proliferating across the globe. Along with that has been a surge in ESG investor appetite and fund launches. That puts ESG at the center of dialogue among financial advisors. It is increasingly likely that US policymakers will move to integrate ESG into its regulatory landscape in the...
Mar 29, 2022
Amid the human tragedy brought on by the war in the Ukraine, there is a need to quickly and reliably expose assets aligned with Russia. But it’s hard to track the risks faced by big investors across diverse public and private assets that are multinational. Asset managers and regulators are turning to STP...
Mar 28, 2022
Investors continue to need a balanced portfolio, including fixed income. But the bond markets are challenging: Rates are low, duration risk is high, and runaway inflation is putting pressure on long-term rates. “Buy and hold” fixed-income strategies will not work as well as they have in the past. A better...
Mar 23, 2022
One of the biggest challenges facing advisory firms is growing their human capital – hiring and retaining the best people. As in any service-oriented profession, there is no substitute for motivated, intelligent workers with a team-oriented attitude. Add to that the facts that the pandemic has expanded the need...
Mar 10, 2022
One of toughest challenges for advisors and their clients is the relentless downward pressure on interest rates. It has pressured savers to stretch for yield and take incremental risk for the safest portion of their portfolios. Morgan Creek and Exos have a long history of providing innovation investment solutions...