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Small Cap, Large Cap, Epiphany ESG Fund, Long Term Investing, Equity Investing, Faith-Based Investing, Value Investing, ESG

Advisors Should Ask: Is My Investment Manager a Partner?

The financial crisis was painful for anyone working on Wall Street, but the period gets credit for...
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Epiphany ESG Fund, Long Term Investing, Equity Investing, Value Investing, ESG

Seven ESG Due Diligence Questions Every Advisor Should Ask

As investor interest in ESG grows, so too are the number of ESG strategies to choose from. Already,...
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Long Term Investing, Equity Investing, Value Investing

Why Investment Style Boxes Are Wrong Question to Ponder

With growth stocks on a historical run of outperforming value, many allocators are wondering if...
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Epiphany ESG Fund, ESG

Amid ESG Fund Proliferation, Advisors Must Be Mindful of Fit

ESG interest is growing and as asset flows follow, so too are the number of strategies dedicated to...
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ESG

In 2020, ‘S’ and ‘G’ Become Bigger Part of ESG Focus

Prior to 2020, the environmental aspect of ESG (Environmental, Social and Governance) investing has...
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Small Cap, Large Cap

A Sector’s Economic and Market Forecasts Are Rarely the Same

In the recent downturn, there are few, if any, pockets of the economy that have suffered as much as...
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