Purpose The purpose of this paper is to examine the operating characteristics as well as risk
and performance measures of all available self-proclaimed socially responsible funds …

Unlike index funds, smart beta mutual funds (SBFs) attempt to beat the market by weighting
securities based on price, value, momentum, and other fundamental characteristics through …

Private equity investing, especially in the middle market, has never been hotter. Market
conditions are ideal, and fundraising is at historic levels. Despite this appearance, however …