ESG Links: Allocating With Purpose

Due to client demand, Ritholtz Wealth Management has created an ESG version of our classic asset allocation models, known as the Portland Portfolio. Research shows that high net worth families are increasingly interested in directing their investable assets toward companies with good records on Environmental, Social and Governance issues. Please enjoy the below reads, curated by our in-house ESG…

EBI West: 2017’s Hottest Investment Conference, Coming Soon

I’m getting very excited for the program we’re putting on in California this June. We’ve been adding speakers and panels and the roster looks pretty amazing. More information about the Evidence Based-Investment Conference West below… What if I told you that the most important investing event of 2016, the Evidence-Based Investing Conference, is now on its way…

The Riskalyze Report: EM gets discovered

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $120 billion and counting that advisors manage on the Riskalyze platform*. I hope we…