Index Funds versus Active Management

Lately there has been significant discussion about the relative merits of index funds versus active management. Regardless of what you think of each style of investment, the metric for measurement the effectiveness of each should be a full market cycle. … Continued

Could ESG Analysis Have Helped Equifax Investors?

October 5, 2017 / by Reino Ecklord, Research Consultant and Kelly A. Regan, Senior Consultant Equifax’s data breach that potentially exposed the personal information of 145.5 million Americans has wreaked havoc on the credit bureau’s reputation and its stock price. … Continued

October Monthly Commentary

Global equities racked up fresh gains in October amid positive economic signals across the globe. At home, the S&P 500 Index was up 2.3% as unemployment fell to 4.2%, the lowest it’s been since 2001, and third-quarter GDP estimates exceeded … Continued

September Monthly Commentary

Global stocks continued their march upward in September with gains of 1.9%, according to the MSCI ACWI Index. At home, the S&P 500 Index was up 2.1%, bested by the Russell 2000 which gained 6.0%. Most emerging currencies weakened against … Continued

Socially Responsible Investing Versus Traditional Funds

To many of the visitors to the UU Common Endowment Fund (UUCEF) booth at General Assembly 2017, one of the main questions their congregations have is about the relative performance of SRI [Socially Responsible Investment] versus standard funds.  In the … Continued

August Monthly Commentary

Global equities closed out August in the black with emerging markets continuing to lead the charge. The MSCI EM Index increased 2.2%, bolstered by a weak dollar and positive economic data out of China. With nine consecutive months of gains … Continued

July Monthly Commentary

Global equities got another solid month under their belt with emerging markets still leading the way in July. The MSCI EM Index gained 6.0% and was bolstered by dovish comments from the Federal Reserve. Non-US developed market stocks were in … Continued

The Value of the Shareholder Proposal Process

By Julie Fox Gorte, Pax World Management, and Tim Smith, Walden Asset Management, on Tuesday, July 11, 2017 Julie Gorte, Ph.D., is Senior Vice President for Sustainable Investing at Pax World Management; Tim Smith is Director of ESG Shareowner Engagement at … Continued

June Monthly Commentary

Global equities were modestly up in June with the MSCI ACWI Index returning 0.5%. At home, small-cap stocks bested large-cap equities with the S&P 500 Index gaining 0.6% and the Russell 2000 Index returning 3.5%. In Europe, stocks sold off … Continued