Sep 9, 2020 Disciplina Speaks to Asset Management Industry Diversity Please find attached Disciplina’s thoughts on Diversity in the Asset Management Industry.
Dec 4, 2020 September 2020 Quarterly Letter We review the implications of a low interest rate environment and presidential elections. Also, how are 60/40 portfolios doing?...
Sep 21, 2020 June 2020 Quarterly Letter Global equity markets quickly recovered from their March lows, posting gains of over 19%. We take a look at what the second half...
Sep 12, 2020 March 2020 Quarterly Letter Markets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground.
Sep 12, 2020 December 2019 Quarterly Letter Markets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground.
Sep 12, 2020 September 2019 Quarterly Letter How will institutions meet their return targets in the years ahead given the challenges record low and negative interest rates may create?
Sep 12, 2020 June 2019 Quarterly Letter When it comes to impact, ESG, and SRI approaches to investing, we believe that doing good does not mean an organization needs...
Sep 12, 2020 March 2019 Quarterly Letter Given an extended bull market this quarter, we'll look at the concept of debt, the government, and this not so new-fangled thing...
Sep 12, 2020 December 2018 Quarterly Letter 2018 brought negative returns to nearly every asset class. How are fundamentals, valuations, and sentiment lining up for 2019?
Sep 12, 2020 Matthew Wright on the evolution of search consultants and finding the right OCIO provider The article titled “Foundations And Endowments Find Help For Navigating Complex Outsourced CIO Market” discusses the evolution of search...
Sep 12, 2020 Brian Arsenault highlighted in Seton Hall University's alumni publication Disciplina Partner, Brian Arsenault, was recently highlighted in Seton Hall University’s alumni publication. Find out more about Brian...
