Investment Technology
Total fund portfolio management begins and ends with the portfolio database. Regardless of whether it is a pension fund, endowment, foundation or any other pool of capital the investment process begins by identifying what the fund owns.
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We were fortunate to spend some extended time traveling in New Zealand during the months of November and December in 2017. During our travels we met many locals including the …
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In life there are some simple practices when implemented regularly could change the quality of our existence. Simple does not mean easy. Flossing, when implemented daily, improves our dental health …
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There is a lot of noise in the financial media everyday. Is the equity market over-valued or not? Is this the beginning of the end? Market volatility has increased considerably …
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I know little about the technology behind Bitcoin or Blockchain or Crypto Currencies but I can tell whether an investment tool is purely for speculation or serves a more useful …
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“If you want to become a millionaire by trading currencies, then start with a billion dollars” – Anonymous. We investors like to live in denial, even when something stares us …
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Anytime I talk to investment committees or trustees about investment tools such as futures, options, or swaps the first question is “Aren’t those very risky?”.…
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Unless you are a twenty something millennial living in New York or San Francisco, you most likely own a car. If you are old enough like me you may even …
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