Understanding and Embracing ESG Investing

Posted by Tony Davidow on May 22, 2020 11:32:23 AM


"There is a narrative that ESG investing comes at a price – lagging performance relative to an unconstrained portfolio. The data does not support that contention, and in fact shows that these strategies often outperform the overall market. Many advisors have a naïve assumption that all Sustainable investing strategies screen and weight securities the same way. Of course, this flawed assumption couldn’t be further from the truth."

- Tony Davidow, CIMA® President and Founder of T.Davidow Consulting, LLC

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Women in Wealth Celebrates International Women's Day

Posted by Communications Staff on Mar 9, 2020 8:37:34 AM

International Women's Day is celebrated annually, today, on March 8. The Investments & Wealth Industry proudly celebrates and supports International Women's Day today and throughout the year through our Women in Wealth initiative and Scholarship Fund. The Scholarship Fund is designed to help address diversity and inclusion gaps within the financial services industry by offsetting the costs of the Institute’s advanced certification programs. The Women in Wealth Scholarships help to assist...

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Managing Risk in Volatile Times

Posted by Tony Davidow on Mar 3, 2020 1:09:21 PM


- Tony Davidow

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Topics: financial advisors

The Rise of the Models: Asset Allocation Considerations

Posted by Tony Davidow on Feb 21, 2020 11:45:14 AM

   By: Tony Davidow

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Topics: financial advisors

The Rise of The Models

Posted by Tony Davidow on Feb 11, 2020 10:33:17 AM



"No, I’m not referring to the next Star Wars prequel – but rather a transformation in the manner in which advisors provide investment advice."

  • - Tony Davidow


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Topics: Insider

Allocating to Private Equity

Posted by Anthony Davidow on Jan 17, 2020 9:00:42 AM

   - Tony B. Davidow, CIMA

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Welcome to The Institute Blog:  Investment Sense - Advanced analysis for today’s savvy advisors

Investment Sense provides expert thinking on the relevant topics that impact your business along with  updates from the Institute that will keep you up to speed on important happenings at your professional association. Industry experts—practitioners, academics and economists—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.   


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