December 2016 Archive

What are Money-weighted Rates of Return?

Over the last few months, you may have heard reference to “CRM2,” a set of regulations meant to enhance transparency in the investment industry by mandating investment management firms, dealers and advisors to provide clear reporting to their clients related to fees and performance, among other topics. We welcome the push for transparency across the… Continue reading “What are Money-weighted Rates of Return?”

Women in Investment Management

We are excited to share an interview with Anne-Mette de Place Filippini, Burgundy’s Senior Vice President and Portfolio Manager of Emerging Markets equities: “Women in Investment Management: Confidence, Compromise and Mentorship.” In the interview, Anne-Mette speaks candidly about her experience in the investment business. She also shares advice for how women might embrace and meet… Continue reading “Women in Investment Management”