<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=343345&amp;fmt=gif">

News & Insights

 

 

07.09.2018 | Ben Phillips, CFA

Policy Exposure & Portfolio Allocation

We think holding policy-sensitive stocks across diverse sectors gives investors exposure to policy catalysts.

READ NOW
07.05.2018 | Ben Phillips, CFA

Unlike Wall Street, D.C. is Highly Publicized

The benefit of policymaking is that most of the process in the nation’s capital is made public.

READ NOW
06.26.2018 | Ben Phillips, CFA

EventShares 3Q'18 Policy Tracker

The EventShares Policy Tracker is a summary of the current legislation and regulations we are monitoring in D.C. Click to download the report.

READ NOW
06.26.2018 | Ben Phillips, CFA

Analyzing Key Features of Policy Trends

Policy trends occur when changing rules and regulations alter industry dynamics and business models.

READ NOW
06.20.2018 | Ben Phillips, CFA

Opportunities Created From Policy Misconceptions

While both policy and politics originate in Washington, D.C., they are not equivalent.

READ NOW
06.11.2018 | Ben Phillips, CFA

4 Factors of Policy Investing

We group policy into four factors: Fiscal, Trade, Regulatory, and Monetary. Only one is closely followed.

READ NOW
05.16.2018 | Ben Phillips, CFA

EventShares 2Q'18 Policy Tracker

The EventShares Policy Tracker is a summary of the current policies, legislation, and regulations we are monitoring in Washington D.C. Click to download the report.

READ NOW
05.16.2018 | Ben Phillips, CFA

Drug Distributors Take Heat for the Opioid Crisis

We’ll be monitoring legislation over the coming months, looking for movement from Washington D.C. on the opioid issue.

READ NOW
05.09.2018 | Ben Phillips, CFA

3 Hidden Policy Investing Resources

Media coverage often gives off the impression of a chaotic U.S. policymaking process in Washington D.C. So, where can investor turn?

READ NOW
05.03.2018 | Ben Phillips, CFA

How to Sell Policy Investing to a Skeptic

All roads lead to Washington D.C. the hub of U.S. policy making. But how can you sell policy investing to a skeptic?

READ NOW
04.16.2018 | Ben Phillips, CFA

The Investment Case for Policy Investing

Policy impacts your everyday life and can be a powerful leading indicator for investment returns.

READ NOW
02.26.2018 | Matt Clements, CPA

Active Exposure to Policy

We believe investors should make the conscious decision to deploy active management when investing in policy.

READ NOW
02.26.2018 | Matt Clements, CPA

Why Policy Impacts SMID Cap Allocations

In our view, policy has the biggest impact on the small to mid-cap (SMID) segment of a portfolio.

READ NOW
02.26.2018 | Matt Clements, CPA

Policy as a Leading Indicator

We believe policy is a leading indicator with long-term investment implications on companies and sectors.

READ NOW
02.26.2018 | Matt Clements, CPA

One Benefit of Policy Investing

D.C. is the epicenter of US policymaking. Fortunately for investors, most of the process is made public.

READ NOW
1