The inclusion of environmental, social, and governance (ESG) factors in the investment process is gaining more and more traction in global markets. …read more Source: CFA Institute ESG
Plain English is not an oxymoron
A shout-out to my colleague Susan Weiner, investment writer and blogger, for her recent post on plain language and compliance, a consistently vexing topic for financial professionals. The post concerns Writing for Dollars, Writing to Please, a book by Joseph