Research. Reviews. Ideas. Built for investment professionals.
Latest Posts
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.

For Plan Sponsors: Understanding Investment Vehicles and Fees

Plan sponsors would be wise to focus on investment vehicle choice and fee structure. Share class choice impacts fees and investment performance.

So, You Want to be an Investment Consultant?

Investment consulting is continually evolving. As technology evolves, so will our approaches, yet the core of consulting -- relationship-driven, strategic advice -- will remain steadfast..

Book Excerpt: Trailblazers, Heroes, and Crooks

We rely on autopilots in investing. Stephen Foerster draws on lessons from aviation to demonstrate that we often don't understand how they work and their limitations.