Insights

Research and Commentaries

Freedom + Responsibility

As a country, how do we balance our quest for personal freedom with our shared responsibility for each other?

Syntrinsic Announces Phil Kirshman as Chief Investment Officer

Denver (Nov. 18, 2020) -- Syntrinsic announces that Phil Kirshman will join the company as Chief Investment Officer, effective December 1, 2020. Kirshman will oversee investment strategy and manager due diligence for Syntrinsic’s Investment Committee and facilitate...

What is the Market Saying?

What does the performance of the US stock market in 2020 tell us about the strength of US companies and confidence of equity investors? It depends on how you slice it. The market-weighted S&P 500 is up 5.6% from January 1 to September 30. Not bad, all things...

Responding to Crisis

Many institutional investment advisors, including Syntrinsic, anticipate lower capital market returns over the next decade due to the long-term economic ramifications of the pandemic. With these lower return expectations, many nonprofit organizations are wrestling...

Increased Volatility in the Markets

September has been an intense month and a rollercoaster for the equity markets. On one hand, there is some good economic data. On the other hand, the U.S. Federal Reserve (FED), the National Bureau of Economic Research (NBER), and the S&P 500 seem to be indicating...

(Re)Balanced

My family recently had the opportunity to go on a guided fishing trip at Blue Mesa Reservoir. Spanning 20 miles in Gunnison County, Blue Mesa is Colorado’s largest body of water and one of the largest high altitude bodies of water in the United States. It is also home...

Investing for Economic Justice

The events of the last few months with the shootings of unarmed black men and a woman and the extreme health crisis leading to continued economic disparity for women and people of color (higher unemployment rates1 and intensifying income inequality2) have resurfaced...

The Election

The 2020 election represents our sixth presidential election advising clients. Many voters felt that each of these elections reflected the increasing polarization of America and represented a “do-or-die” battle for the soul and future of our country. That emotional...

The Costs of Federal (Non)Intervention

On March 27, 2020, the President approved the CARES (Coronavirus Aid, Relief, and Economic Security) Act, a $2.2 trillion package of economic interventions to support individuals, small businesses, hospitals, and state, local, and tribal governments.1 The goal was to...

Non-US Developed Markets Outlook

The global pandemic halted economic activity creating a sharp drop in growth in the UK, Japan, and the Eurozone in the second quarter.

2020 Mid-Year Capital Markets Forecast

2020 Capital Markets Forecast

2020 Hindsight

Gender Lens Investing

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