
From this author
Navigating the Ins and Outs of the Quality Factor

by Jennifer Sireklove, Managing Director, Investment Strategy
June 5, 2023
Building quality into a portfolio requires understanding its meaning. Which quality strategy best fits investor objectives?
By the Numbers: Calculating the Value of Tax Management

by Jennifer Sireklove, Managing Director, Investment Strategy
June 21, 2022
How can clients put after-tax performance in perspective? Discover how customized after-tax benchmarks and tax alpha work together to isolate the value of active tax management.
Four Easy Steps to Building a Responsible Investing Portfolio

by Jennifer Sireklove, Managing Director, Investment Strategy
June 15, 2022
Want to know how to create a portfolio on principle? Learn how investors can begin their responsible investing journey.
What Is Tax Management?

by Jennifer Sireklove, Managing Director, Investment Strategy
May 23, 2022
Maximizing investors’ long-term wealth takes thoughtful tax management. Learn what that involves—and how direct indexing can be a powerful part of every advisor’s tool kit.
Finding Balance in Diversified Index Portfolios

by Jennifer Sireklove, Managing Director, Investment Strategy
February 28, 2022
How can index investors build accessible, diversified portfolios that achieve their goals?
China’s Regulatory Crackdown: A Cautionary Tale for Investors


by Jennifer Sireklove, Managing Director, Investment Strategy; Greg Liebl, Director, Investment Strategy
September 14, 2021
How will recent regulatory shifts in China affect investment strategy? A diversified approach is the key to spread out exposure.
School’s Always in Session: Brush Up on Your Financial Literacy

by Jennifer Sireklove, Managing Director, Investment Strategy
April 12, 2021
To celebrate Financial Literacy Month, our strategists share the frequently misunderstood terms all investors need to know.
The Common-Sense Case for Real Action on Diversity and Inclusion

by Jennifer Sireklove, Managing Director, Investment Strategy
March 8, 2021
Linking gender diversity to financial performance only muddles a vital conversation. Here’s what really matters when it comes to building a more inclusive world.
What Does the Future Hold for Chinese Securities?

by Jennifer Sireklove, Managing Director, Investment Strategy
March 1, 2021
How will the new presidential administration change US trade policy toward China? From what we’ve seen thus far, we don’t expect anything drastic.
Tracking Error: Why Deviation from a Benchmark Shouldn’t Dissuade Passive Investors from ESG

by Jennifer Sireklove, Managing Director, Investment Strategy
December 14, 2020
What’s behind the idea that socially responsible investing hurts performance? We clear up the confusion around tracking error.
Stop Waiting, Start Customizing: How Passive Investors Can Make Their Own Rules

by Jennifer Sireklove, Managing Director, Investment Strategy
October 26, 2020
The recent exclusion of a high-profile company from a major equity index took many investors by surprise. But who says an index provider has to be in charge?
For Responsible Investors, Sunlight Is the Best Anti-Greenwashing Agent

by Jennifer Sireklove, Managing Director, Investment Strategy
April 20, 2020
How do you know when a company is honestly green? We provide some pointers.
What’s the Difference Between Positive and Negative ESG Screens?

by Jennifer Sireklove, Managing Director, Investment Strategy
December 18, 2019
Positive screens include good companies, and negative ones exclude bad companies, right? Discover why they’re really just two sides of the same coin.