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In The Media
Quote by Matt Lui, CFA, CAIA
August 2021
The Market Herald
Global investors are increasingly looking to invest on exchanges in the world's seventh-largest economy, India, and there is a confluence of factors at play.
In The Media
Quote by Matthew Lui, CFA, CAIA
June 2020
MSN Money
Does passive investing have a place in the most active market in recent history? Are index funds safe? Index funds are the epitome of passive investing. Rather than trying to beat the market by selecting individual stocks, these funds own all stocks constituting the index, matching the performance of the underlying ben…
In The Media
Quote by Matthew Lui, CFA, CAIA and Loren Asmus, CFA, CAIA
June 2020
Citywire
To musicians Matt Lui and Loren Asmus, picking a manager is a lot like writing and performing a song. The writer uses logic and structure to write the notes, then the players work together, harmonizing with the band to bring emotion to the music and create something beyond the paper. And to these two investment researc…
Articles
Authored by Matthew Lui, CFA, CAIA
April 2020
Nonprofit Information
The active versus passive investment management discussion has intensified as of late due to active management’s recent inability to outpace their passive benchmarks. Some may have a knee-jerk inclination to fire an underperforming manager, but the data show that investors are better off staying the course.



Blog

Aug
2021
By Matthew Lui, CFA, CAIA
In our last post, we covered the basics of blockchain technology. This time, we will dive into the electrifying topic of blockchain consensus mechanisms. First, we will define consensus mechanisms. Then, we will give an overview of the two main ones: Proof-of-Work and Proof-of-Stake. Lastly, we will conclude with why t…

Aug
2021
By Matthew Lui, CFA, CAIA
Unless you've been living under a rock, you've probably heard of Bitcoin, Ethereum, and other cryptocurrencies. Fortunes have been made and lost trading these “mysterious” digital coins. But what is the technology behind them? What is a blockchain, and how do they work? We will explore these topics below in part one of…

Mar
2021
By Matthew Lui, CFA, CAIA
As 2020 drew to a close, investors collectively breathed a sigh of relief after one of the more volatile years in recent memory. Then, as if to say, “I took that personally,” 2021 began with one of the most bizarre events in stock market history. A group of investors, led by an online community known as “wallstreetbets…

Oct
2020
By Loren Asmus, CFA, CAIA and Matthew Lui, CFA, CAIA
The 60/40 portfolio of stocks and bonds is a simple idea. Put 60% of your money in stocks, which provide growth. Invest the remaining 40% in bonds, which provide downside protection. For many years, investors have been using this mix, or a variant of it, when building portfolios. It has performed admirably, producin…