Author: Leslie Scotland-Stewart
Bridgewater’s All Weather Strategy Launches as ETF Bridgewater Associates, founded by the influential Ray Dalio, is set to introduce the All Weather strategy to the exchange-traded fund (ETF) market. This innovative move is spearheaded by State Street Global Advisors, which recently filed a regulatory application to create the SPDR Bridgewater All Weather ETF. Notably, Bridgewater will act as a sub-advisor, providing a daily model portfolio tailored specifically for this new financial product. The Rise of Hedge Funds in the ETF Market This launch signifies the growing trend of hedge funds venturing into the ETF space, a market that has skyrocketed…
Unhappy couple facing challenges during a meeting getty If you are currently working with a wealth manager, here’s a crucial piece of advice: give strong consideration to moving on (or managing your investments independently) if they suggest adhering to the traditional “60/40” investment strategy. This rule recommends that individuals allocate 60% of their portfolio to stocks and 40% to government bonds as a retirement strategy. Later in this discussion, we will highlight a particular fund that would have been overlooked had we rigidly followed the 60/40 strategy or partnered with a wealth manager who did. Fortunately, this fund continues to…
The Church Investors Group Advocates for Faith-Aligned Investing The Church Investors Group (CIG), which represents various church organizations with a collective asset base of approximately £26 billion (€31 billion), is urging for an increased emphasis on faith-aligned investments. They have released a comprehensive guide aimed at encouraging asset managers to invest in ways that resonate with Christian values. A Guide for Faith-Consistent Investment Titled “Working with Your Investment Managers: A Guide to Support Church Investors Considering Faith-Consistent Approaches,” the new guide comes at a time when Christian leaders are eager to expand the market for faith-aligned investments rapidly. Encouraging Sustainable…
Church Investors Group Advocates for Faith-Aligned Investments The Church Investors Group (CIG), which represents various church organizations with a collective asset base of approximately £26 billion (€31 billion), is urging for an increase in faith-aligned investment opportunities. This call comes as CIG releases a comprehensive guide aimed at encouraging asset managers to align their investment strategies with Christian values when managing assets for these organizations. Entitled Working with Your Investment Managers: A Guide to Support Church Investors Considering Faith-Consistent Approaches, the publication emerges amidst a clear aspiration from Christian leaders to expand the faith-consistent investing market expediently. Stephen Beer, chair…
Women’s Integral Role in the U.S. Pro-Democracy Movement The day after Donald Trump was inaugurated as the President of the United States on January 21, 2017, a historic wave of protests emerged. Hundreds of thousands of women took to the streets of Washington, D.C., and across the nation to express their discontent with his election. The defeat of Hillary Clinton, the first female candidate from a major political party, to a man notorious for his misogynistic behavior became a pivotal moment for many. What began as a single woman’s call to action on social media quickly transformed into a national…