Leola Ross

A review of the active manager recession and “recovery”. Read our findings.

Stability, diversification and strong cash distribution: Evidence private assets can provide liquidity. See our findings.

What is the performance impact of excluding ESG securities in a portfolio? We created thousands of simulated portfolios with various exclusions to identify how–and how much–these can affect a portfolio.

From policy and beliefs to practice. Take a look at our best practices developed from our set of four beliefs.

Leola Ross, Ph.D., CFA, Director of Investment Strategy Research, leads an effort to explore correlations between active management and environmental, social and governance (ESG) values. Whether intended or not, active managers often align themselves to significant ESG qualities.