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IOR INSIGHTS

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May 6, 2024

Q2 2024 Allocator's Angle Now Available

Allocator's Angle is now available through a free subscription.  Click here to subscribe and receive the Q2 2024 Allocator's Angle and all future IORisk Aware publications with a complementary subscription. 

IOR POSITION PAPER

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December 21, 2023

To ESG or Not to ESG - Don't Let Terminology Get in the Way With Investing With Your Values:

Part 3 of 3​ "Integrating Critical Concerns into  the Investment Process" 

The final part of our series explains why an organization’s ‘Critical Concerns’ should be one of the building blocks when forming a comprehensive organizational investment strategy.  We encourage investors to undertake a process to identify what matters most to their organization – ‘Critical Concerns’ – and invest with that intent.

Read Part 3 here.

IOR POSITION PAPER

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December 19, 2023

To ESG or Not to ESG - Don't Let Terminology Get in the Way With Investing With Your Values:

Part 2 of 3​ "A History of Values Based Investing" 

In Part 2 of our playbook, we provide a brief history of ‘values-based investing’, and we illustrate how this history has informed the spectrum of values-based investment techniques utilized by investors today. By looking back, we can better understand the context for our current landscape and can better map our future. The term ‘ESG’ has morphed over the years into a confusing term which has fueled some of today’s misunderstanding and divisiveness.

Read Part 2 here.

IOR POSITION PAPER

IOR ESG Part 1 2023-12-18_edited_edited.

December 18, 2023

To ESG or Not to ESG - Don't Let Terminology Get in the Way With Investing With Your Values:

Part 1 of 3​ "Critical Concerns" 

We at IOR believe that identifying purpose, values and mission are important building blocks for an organization and can be additive to its investment process. We have committed to and we further define the concept of ‘Critical Concerns’ as a way to identify what an organization cares most about.  Against this backdrop we sympathize with investment offices that have been asked to navigate this complex environment. We have produced a three-part playbook to provide our perspective of how to approach these complexities.  Read Part 1 here.

IOR INSIGHTS

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October 14, 2023

Q4 2023 Allocator's Angle Now Available:  Strategies for "The Denominator Effect"

Allocator's Angle is now available through a free subscription.  Click here to subscribe and receive the Q4 2023 Allocator's Angle and all future IORisk Aware publications with a complementary subscription. 

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October 9, 2023

IOR Celebrates its Third Anniversary!

Happy Anniversary, IOR! Thank you to our clients, partners and peers for your continued support...  

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August 11, 2023

IOR Announces Strategic Partnership with Aapryl

IOR has announces a strategic partnership with Aapyl, an innovative investment analytics platform.  Read more about it here.  

IOR INSIGHTS

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July 12, 2023

Q3 2023 Allocator's Angle Now Available

Allocator's Angle is now available through a free subscription.  Click here to subscribe and receive the Q3 2023 Allocator's Angle and all future IORisk Aware publications automatically. 

IOR INSIGHTS

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April 12, 2023

Q2 2023 Allocator's Angle Now Available

Allocator's Angle is now available through a free subscription.  Click here to subscribe and receive the Q2 2023 Allocator's Angle and all future IORisk Aware publications automatically. 

IOR INSIGHTS

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January 10, 2023

Q1 2023 Allocator's Angle Now Available

Allocator's Angle is now available through a free subscription.  Click here to subscribe and receive the Q1 2023 Allocator's Angle and all future IORisk Aware publications automatically. 

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