article by Morningstar Managed Portfolios
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Sustainable Investing
MarketScape: ESG Investing: Engaging with Companies on Human Rights and Diversity
Active ownership plays a central role in managing risk and performance in ESG investing.
Alternative Investments
The Case for Real Assets: Staying Ahead of Inflation
Investors’ real rate of return = Nominal rate of return – Inflation rate. Learn about how inflation can affect your clients' real assets.
Sustainable Investing
Evaluating Climate Change Critical in ESG Integration
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Climate change, if left unchecked, will likely have such widespread implications that it could threaten the stability of the global financial system.
Active/Passive Management
Seeking Value
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Value investing, says our U.S. value equity team, is like seeking a four-leaf clover in a field of three-leaf clovers. And to do that, they take a particularly collaborative approach.
Portfolio Construction Insights
Cash Management: How to Make Cash Work Harder Against Inflation
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A cash segmentation approach that aims to increase yield with modest extra risk
Sustainable Investing
ESG Investing: Managing Risks and Opportunities with Human Rights, Diversity and Climate Change
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Active stewardship, as a part of ESG investing, helps align investing with values
Portfolio Construction Insights
The Appeal of Mid-Cap Value
We believe adding exposure to mid-cap value is a compelling investment strategy in many different economic environments. Mid-cap value equities have also been historically strong performers, and market conditions today might only enhance the potential opportunity they present.
Sustainable Investing
An Investor Perspective on Biodiversity Loss: Research Trip Takeaways
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Biodiversity loss risks impacting us all, and finance has a key role to play in addressing this global challenge. Janus Henderson’s ESG and Equity Investment Specialists recently conducted a research trip to the Durrell Wildlife Conservation Trust. Bhaskar Sastry outlines the main takeaways and reflections from the two-day visit.
Alternative Investments
Beyond ESG: Driving climate impact through private equity
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We believe private equity has a vital role to drive impact, especially in emerging and frontier markets.
Portfolio Construction Insights
Alaina Anderson Looking for Leaders
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Listen to International Leaders Portfolio Manager, Alain Anderson discuss how to define and identify leaders, what it means for investors and how they benefit.
Sustainable Investing
The Cost of Climate Change
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Is there a cost to climate change? Clearly so, and it’s impacting the profitability of companies in which we seek to invest.
Portfolio Construction Insights
Technology Enables Municipal Investing at the Speed of Alpha
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Today's complex, fragmented and fast-moving muni market is rapidly outpacing the capability and capacity of traditional portfolio-construction methods.