No one is asking you to go to the gym every morning or run marathons. Staying in motion can be as simple as taking a walk around the neighborhood.
Creating a much more robust platform and expanding the firm’s asset management leadership team with experienced professionals was paramount last year.
When you look at what ESG information actually is, it is data and metrics that support investment analysis in a 2022 economy.
With clients on the platform currently managing over $100 billion in assets, FusionIQ offers fully digital and automated workflow for advisors.
"Resilience” captures much of what FPI is all about. That begins with helping advisers and investors build resilient portfolios that stay nimble.
The report found that the wider the moat and the lower the ESG risk, the higher the average return of the portfolio and the lower its volatility.
A lot can change in seventy years. That’s how long it’s been since economist Harry Markowitz first presented Modern Portfolio Theory in 1952.
