In The News

Environmental, Social, and Governance data: how useful is it? Zachary Wehner, Portfolio Manager, believes issues-based data may be a more reliable indicator.

“The bond market always seems to have it’s own story to tell.” Victoria Fernandez, Chief Market Strategist, discusses the flattening yield curve and and why it doesn’t necessarily mean that a recession is imminent.

Chief Market Strategist, Victoria Fernandez, joins Yahoo Finance live at the studio to discuss midterm elections and its potential impact on government spending, the Fed, and Crossmark’s investment strategy.

Victoria Fernandez, discusses findings from Crossmark’s recent values survey along with how regulation could help to increase opportunities in ESG investing

Could market pullback be an opportunity for investors? Watch Victoria Fernandez, Chief Market Strategist for a discussion with Yahoo Finance about the recent slides in stocks and the latest moves in the market.

“If we continue to have some momentum, I think we’ll see the Fed keep moving.” Chief Market Strategist, Victoria Fernandez, talks with CNBC about her outlook for the Fed and the U.S. economy, as well as concerns around debt and the consumer.

Chief Market Strategist, Victoria Fernandez, discusses last week’s sell-off along with Tech Stocks and Netflix earnings on CNBC

“It’s OK if yields are moving higher if you’re positioned properly.” Chief Market Strategist, Victoria Fernandez, discusses fixed income investment opportunities given the current volatility as well as her outlook for treasuries, inflation and interest rates

Victoria Fernandez, Chief Market Strategist, joined as a live panelist on Bloomberg’s “Real Yield” to discuss the jobs report, high yield credit, and expectations for rate impacts.

Victoria Fernandez, Chief Market Strategist, joined CNBC’s Squawk Box this week to talk about US-China relations during trade tensions, outlook on markets, and investing for the longer term

Managing Director, Victoria Fernandez, returned to ‘Bloomberg Markets’ radio live in studio with Carol Massar and Barry Ritholtz to discuss ESG investing.

Crossmark’s Steward Global Equity Income Fund (SGIDX) is listed as one of the best performing ESG funds of 2017 by Bloomberg’s Sustainable Finance Brief.

Thought Leadership

Pure Style Indices – A Unique Play on Factors

Most of the investing world is familiar with the concept of style investing: the process of allocating a portfolio towards growth, value, or core holdings. Active managers accomplish this by purchasing growth Read More >

The Yield Curve and Its 3 Key Risks: Duration, Volatility and Credit

With the current flattening of the US yield curve to around 20-30 bps on a constant-maturity Treasury (CMT) basis and to 10-20 bps on a US Swap rate basis, a lot of economist, investor, and media attention has Read More >

Investors, Advisors and Values-Based Investing

We conducted a nation-wide survey of high net worth investors to get to the core of this question - how much do investors know about values-based investing approaches? Read More >

Volatility in the Bond Markets Highlights Advantages for Municipal Bonds

Municipal Bonds have demonstrated in previous periods of volatility and rising interest rates to have an advantage over other fixed income sectors. Read More >

Investing in Premium Bonds

With interest rates moving higher from generational lows, the Federal Open Market Committee (FOMC) may continue to be inclined, or forced to raise short-term interest rates. One fixed income investment approach Read More >

Responsible Investing Part 3 of 3

Fiduciaries can deepen their relationships with clients through understanding their clients' unique values and investing priorities. Read More >

Responsible Investing Part 2 of 3

Each Investor has unique priorities and values that affect how they approach responsible investing. Part 2 in our 3-Part Series discusses four main avenues for approaching this growing movement. Read More >

Responsible Investing- Part 1 of 3

Responsible Investing is a rapidly growing movement. It has established roots in history that date all the way back to biblical times; is evolving in modern times to reflect the political and social themes... Read More >

The Changing Landscape of the Female Investor

When evaluating the preferences of female investors, we see that 82% of women want to make a positive social impact through their investments. Read More >

Smart Beta Explained

Smart beta strategies offer a transparent investment vehicle with exposure to factors that can translate to outperformance for top-performing active managers. Read More >

The Millennial Market for Financial Advisors

Millennials have quickly become a marketing buzzword for brands and services to target. What defines the Millennial generation and why should Financial Advisors pay attention... Read More >

Dividends: A Significant Driver of Total Return

The vast universe of dividend investment strategies existed long before the Federal Reserve created a low interest rate environment. Now, yield starved investors seemingly turn more and more to... Read More >

Volatility as an Asset Class

Volatility has existed since the advent of free markets. However, it was difficult to measure and track due to technological shortcomings. This changed when... Read More >