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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull

Nerd's Eye View

What's unique about Pete, though, is how he has grown his firm by exploring with clients how they can align their portfolios with their own personal values, effectively allowing their investments to become an expression of the types of businesses they want their capital to support… while still ensuring their overall portfolio is still well-diversified, (..)

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Friday links: changing the game

Abnormal Returns

citywire.com) This pension fund is adding Bitcoin to its portfolio. sixcolors.com) Contracts When the government pulls money from an account without authority. government is breaking legal contracts. wired.com) Economy Industrial production rose in January. sherwood.news) VC A slew of unicorns have become zombies.

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Research links: taking comfort

Abnormal Returns

klementoninvesting.substack.com) How hedge fund Marshall Wace leverages outside recommendations into their (successful) portfolio. papers.ssrn.com) Economy Why the defined contribution model is a risky one. papers.ssrn.com) On the returns to government-funded R&D. wsj.com) Do site visits matter for analysts?

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The Fed on "Possible Macroeconomic Effects of a Temporary Federal Debt Default"

Calculated Risk

Although other countries have defaulted on their sovereign debt, these defaults occurred in situations where the government could not feasibly continue to service its debt. federal debt ceiling, in contrast, would be a voluntary decision to stop meeting the government’s obligations even though it has no problems doing so.

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Sunday links: financial resilience

Abnormal Returns

awealthofcommonsense.com) Seven reasons you may want to venture away from the market portfolio. wsj.com) Why Medicare Advantage costs the government more the traditional Medicare. nbcnews.com) Economy An economic soft landing is still on track. Strategy The stock market has changed so much over the past 50 years.

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Thursday links: governing the rest

Abnormal Returns

ft.com) Japan bank portfolios are full of long dated bonds. nytimes.com) Economy Still no sign of a turn in weekly initial unemployment claims. (theinformation.com) Office vacancies rates are not improving. axios.com) Finance Why 2023 is not a replay of 2008-09. ritholtz.com) Credit Suisse is not Silicon Valley Bank.

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Thursday links: industry reversals

Abnormal Returns

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? semafor.com) India Stack, a government-backed set of APIs, is a new model for digital business. businessinsider.com) Economy Weekly initial unemployment claims are on the rise. theblock.co) Media Buzzfeed News is shutting down.