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

In this issue, we take a close look at the leading U.S. large company passively-managed ESG (Environmental, Social and Governance) funds – funds that seek to overweight (i.e., reward) companies that are embracing ESG best practices. We also review some of the more recent research on ESG and financial performance, most of which show a strong correlation between good ESG practices and financial outperformance over time. … Read more

Over the past year, we’ve had an uptick in clients coming to us with permanent life insurance (e.g. whole life or universal life) questions.  As a result, we took a hard look at how such policies work and why and whether it might be beneficial to own some for savings purposes, even when there isn’t a truly permanent life insurance need. The attached is what we learned. … Read more

Target Date Funds are mutual funds that automatically adjust their asset allocation over time as they approach a specified “target date,” often retirement or college. Since the funds adjust themselves over time, you can hold them for the long-term while taking a “hands-off” approach. This can help you reduce the risk of behavioral errors while also simplifying your investment portfolio. However, this is not to say … Read more

Artemis is pleased to announce a new service offering designed to teach young professionals the basics of personal finance. Taught by a member of the Artemis team, the course covers everything a recent graduate needs to know to begin to manage their financial affairs responsibly.

Topics Covered:

• How to establish a budget and savings goals
• Principles of sound investing
• Managing credit and debt
• How to optimize