◀ The Principal Blog

Posts from the ‘Portfolio Management’ category

Views from the CIO: Active, passive, or smart beta – can they play together nicely on the “equity playground”?



Back when you were playing on the playground in grade school, do you ever recall the teacher asking all kids to “get along” and “play nicely together?” Well, this same way of thinking applies to the world of equity investing. I believe it’s possible that the three equity investment…

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Is it repeal or replace Dodd-Frank? Neither – think more like hitting the ‘refresh’ key



The recent executive action by President Trump regarding the Dodd-Frank Wall Street Reform and Consumer Protection Act is getting much attention. Although six ‘core principles’ were announced, the only substantive part of the executive order was to mandate a report from the U.S. Treasury…

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