Tag Archives | Marcel Kahan

More Beta: Modernizing Modern Portfolio Theory

More Beta: 21st Century Portfolio Theory

More beta is what investors should focus on order to increase long-term returns, argue Jim Hawley and Jon Lukomnik in their paper, The Long and Short of It: Are We Asking the Right Questions? – Modern Portfolio Theory and Time Horizons (download). That has also been the objective of Corporate Governance (CorpGov.net) since 1995. I […]

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Well-Governed Companies

Best Practices Spread from Well-Governed Companies

As I have advised companies where I have submitted proxy access proposals,  I am not singling out your company with the aim of implementing proxy access. In fact, I would rather first target well-governed companies, which are more likely to adopt best practices as outlined by the Council of Institutional Investors. Best practices generally spread […]

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