In The Media
Quote by Loren Asmus, CFA, CAIA
April 2021
Record demand to invest in sustainable investment funds saw the sector’s total assets rise 19% to a fresh high of nearly $2 trillion in the first quarter, data from industry tracker Morningstar showed. The surge in interest marked the fourth quarter in a row that the sector’s assets have hit a record high, amid growing…
In The Media
Industry News
January 2021
Pensions & Investments
More than a dozen institutional investment consulting firms have formed the Institutional Investing Diversity Cooperative to increase data and transparency around diversity in the asset management industry, the group said Tuesday, January 5, 2021. The members said in a joint statement that they will push for better tra…
In The Media
December 2020
Pensions & Investments
A record 94 firms were recognized by Pensions & Investments (P&I) as part of its 2020 Best Places To Work in Money Management program, a survey and awards program dedicated to identifying and recognizing the best employers and providing organizations with valuable employee feedback. Canterbury Consulting was one of the…
In The Media
October 2020
Orange County Business Journal
Canterbury Consulting provides financial advice on $23.6 billion worth of investments for family offices, college endowments, nonprofits, healthcare organizations and other clients. Like other wealth management firms in this hyper-competitive business on Wall Street, this advice is closely tracked by clients, especi…
In The Media
Quote by Stuart Blair, CAIA
October 2020
President Donald Trump has repeatedly warned that the stock market is doomed if he loses the 2020 election and Democrats take the White House. But looking at history, the association of a Republican president with better stock market performance is not steeped in reality. Here’s what’s really the case: Historically, th…






2019 Investment Forum Speakers


Libby Cantrill
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Morgan Housel
Logic Versus Human Behavioral Biases