Constructing ESG Portfolios With Non-ESG Data (Intech, 2021)
Targeting portfolio-level ESG outcomes may not require the extensive individual-security research that has become the norm for most socially responsible investments. In this paper, Intech…
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Podcast: Dan Rasmussen – Crisis Investing (Jim O'Shaughnessy's Infinite Loops, 2021)
In this episode of Infinite Loops, Dan Rasmussen, founder and CIO of Verdad Advisers, joins the podcast to discuss: bubbles vs crises, investing in emerging markets, identifying when 'value investing…
Custom Indexing: The next evolution in index investing (Investments & Wealth Institute, 2021)
Custom indexing is a relatively new technology. By 2025, most financial advisers will use web-based software to create custom indexes for clients. This article from O'Shaughnessy Asset Management…
