Leola Ross

DIRECTOR, INVESTMENT STRATEGY RESEARCH


Excess returns or excess expectations?

December 2020
A review of the active manager recession and “recovery”. Read our findings.

Benefits of private assets in multi-asset portfolios

September 2020
Stability, diversification and strong cash distribution: Evidence private assets can provide liquidity. See our findings.

Negative screening and performance consequences: How much is too much?

October 2018
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.

Best practices for responsible investing

June 2018
From policy and beliefs to practice. Take a look at our best practices developed from our set of four beliefs.

ESG: Does investing for values generate investment value?

July 2015
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.