Opinion The Voices of Investing

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This case is not about stakeholder capitalism, the mushy idea that companies should be managed for the unprioritized benefit of multiple constituencies, argues the CEO of The Shareholder Commons.
Subjective and arbitrary decisions do affect ESG rankings — but ongoing challenges may lead to more accurate assessments.
Institutional investors face a difficult choice: get their relationships with public companies working to generate real value or take their capital and businesses private so they can engage directly, argues FCLTGlobal.
Research shows that replication, rather than investments in single manager hedge funds, may make sense for most allocators, writes Andrew Beer.
Whether or not asset managers are “woke,” ESG doesn’t hurt oil companies or provide capital for solutions to avoid the worst impacts of climate change, writes Ken Pucker.
A public market downturn and an abundant supply of private equity stakes have culminated in an unmissable opportunity for secondaries investors.
“You might even say Harry Markowitz harbored skepticism toward historical correlation’s predictive power,” writes Sander Gerber.
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Northern Trust experts discuss changing global market settlements, regulatory developments, and the implications for institutional investors.