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The Alternative Investment Gender Gap: Marketing to Female Clients

What are women's favorite alternative investments? What marketing strategies resonate with women, and which one's don't?

Happy 60th Anniversary CAPM! Why the Capital Asset Pricing Model Still Matters

The CAPM has its critics. Yet, the model, introduced by Bill Sharpe in 1964, remains front and center in academia and in practice.

AI in Investment Management: Ethics Case Study

Can you identify the ethical issues that arise in this specific use case of AI in the investment management process and related client communications?

An Industry in Transition: AI Top of Mind in 2024 Asset Manager Survey

The Index Industry Association's 2024 asset manager survey reveals a much deeper set of challenges, opportunities, hopes, and concerns.

Are Institutional Investors Meeting Their Goals? Spotlight on Earnings Objectives

Insitutional investors who have doggedly pursued active management should heed the advice of tennis great Bill Tilden: “Never change a winning game; always change a losing one.”

GIPS Annual: The Best Conference Yet! Digital Content Package Available

Get the digital package and have the 28th Annual GIPS Standards Annual Conference at your fingertips.

Investment Opportunities in Mexico

With its large youth sector, thriving startup and fintech ecosystems, and a close relationship with the United States, Mexico represents a significant investment destination for those looking to diversify their portfolios and capitalize on the myriad of opportunities.

Factor Premiums: An Eternal Feature of Financial Markets

These research results should give investors greater confidence in the robustness of factor premiums, reinforcing their utility in crafting effective investment strategies.

What Determines Consumer Sentiment and Business Confidence?

Are the traditional indicators of consumer sentiment and business confidence relevant anymore?

Supercharge Your Network: 5 Tips to Jumpstart Old Connections

Here are some tips to bring your "rusty relationships" back to life.