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All posts by Sean Beznicki

Sean Beznicki, CFA, M.B.A., is an investment advisor at Artemis Advisors. He specializes in developing and managing globally diversified portfolios with an appropriate mix of exposure to risk assets and downside protection to achieve an investor's long-term objectives in strategic coordination with their overall financial plan.

Investment Returns: What’s in Store for the Next Decade?

January 29, 2020

Future investment rate of return is a crucial input for any financial plan. Read this Brief to learn what drives investment expectations and what we at Artemis view as a reasonable rate of return in a balanced portfolio for the next ten years.… Read more

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ESG Fund Research Report

May 10, 2019

In our most recent Market Outlook & Strategy Report, we discussed the issue of climate change and how investing in Environmental,  Social, and Governance (ESG) funds can help create a positive impact in this area.  We also reviewed some of the more recent research on ESG and financial performance, most of which shows a strong correlation between good ESG practices and financial outperformance over time.  

This companion piece looks at five of the leading US large capitalization ESG index-based funds. 

In it, we begin by profiling how each fund is … Read more

POSTED IN: blog, Investing