ESG Panel Event

MAY 18, 2018 – CHICAGO ESG CONSIDERATIONS, FINANCIAL PERFORMANCE, INVESTMENT RETURNS In order to reduce portfolio risk and enhance long-term investment returns, institutional investors are increasingly integrating environmental, social, and governance (ESG) factors into their investment decision-making. How are investors…

April 23rd, 2018

The Rise of Non-GAAP

CLICK HERE FOR REPLAY Tuesday, December 12, 2017 at 12:00PM ET  More than ever, active investors rely on non-GAAP metrics to make buy and sell decisions on stocks. While GAAP reporting has its place, investors are extrapolating this information and…

November 29th, 2017

The Battle for Alpha Between Active and Passive Investors

Victoria Sivrais, partner of Clermont Partners, moderated a panel at the 2017 NIRI Annual Conference that discussed the growth and impact of passive investing.  Ms. Sivrais referenced the report “Proactively Attract Investors in an Increasingly Passive World,” which was published…

June 5th, 2017

Activism in the Offseason

Elizabeth Saunders, partner of Clermont Partners, hosted a webinar devoted to shareholder activism and how companies can best prepare for an activist event. Webinar: “Activism in the Offseason”

July 18th, 2016