Risk Reduction

Consideration of ESG factors can reduce risk and improve return

By |2020-07-30T17:32:08-07:00July 30th, 2020|Business News, Environmental Reporting, ESG Factors, Fiduciary Duty Standards, Financial Health, Labor Law, Money Management, Mutual Funds, Risk Reduction, TIA|

The DOL's proposed Rulemaking on "Financial Factors in Selecting Plan Investments" for ERISA plans is considering amendments to the “Investment duties” regulation under Title I of the Employee Retirement Income Security Act of 1974, as amended (ERISA), to confirm that ERISA requires plan fiduciaries (i.e. the investment advisors) to select investments and investment courses of action based solely on [...]

Stop-Loss Orders and Portfolio Risk

By |2020-06-10T18:59:50-07:00June 10th, 2020|Risk Reduction, TIA|

Stop-Loss Orders & Portfolio Risk Investors hoping for gains through investments in the stock market must naturally bear the risk that the value of their holdings will fall. Prudent investors seek to construct and manage their portfolios in such a way that they bear only as much risk as is necessary to position them to benefit from potential [...]