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JQR Capital Blog

Updates to Educate and Inform.

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Taxation Without Representation

The bottom line is that there is no ideal way to charge a client. Each client should know how much they are paying their financial advisor and what the incentives are for their advisor. If your advisor is unwilling to tell you what they are paid and how that compensation aligns with your goals as a client, grab your wallet and run before you start a revolution!

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ESG Investing

A 2015 study by Morgan Stanley Institute for Sustainable Investing showed that ESG both increased portfolio returns and reduced portfolio volatility for 64% of the periods since 1990. Of the three factors (environmental, social and governance), the governance score has shown the strongest impact on performance.

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Smart Beta

Smart beta refers to investment strategies that differ from traditional capitalization weighted indexing or actively managed investment approaches. Smart betas are based on empirical data or live historical research and may offer superior performance relative to more traditional indexation methods.

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