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Blog Archives: April 2020

What Gets Measured Matters: Creating Transparency for Diversity, Equity and Inclusion

April 30, 2020
Tamara Larsen Agility/PWP
Recent research studies have proven that there is no performance gap between diverse-owned firms and non-diverse-owned firms, yet the disparity in capital allocations between them is vast. Missing out on potentially high performing diverse-owned firms may pose a lost opportunity to drive alpha in investment portfolios. Has there been any meaningful progress to balance the scales? That was the main topic of Confluence’s April “Measurement Matters/DEI (Diversity, Equity and Inclusion)” webinar, during which we held a rousing discussion....

Walking My Talk: How I Invest My Own Money

April 09, 2020
Matthew Weatherley-White, The Caprock Group
This article has been a long time coming. An embarrassingly long time coming. But having recently read Beth Bafford’s excellent piece on the same topic, and having been prodded by my colleague Nick Fores who is writing something similar, I figured I should stump up and publish. (I also want to give a direct shout to Josh Brown, one of the founding partners at Ritholtz Wealth Management, who published his own holdings in a blog I shamelessly ripped for this one. If you ever see this, Josh…remember that “imitation is the most sincere form of ...