Research. Reviews. Ideas. Built for investment professionals.
Latest Posts
Active Success: Investing Lessons from Odysseus

With his patience and preparation, Odysseus would have made a great investor.

Myths of Private Equity Performance: Part IV

PE results can neither be benchmarked reliably nor delivered consistently.

The Power of Comment Letters to Influence Regulation

One
of the most effective advocacy tools is to write comment letters on regulatory
proposals and then leverage those letters for blogs, conversations with
regulators, Hill staffers, and the media.

Comment
letters can shape the public debate… READ MORE ›

CFA Institute Reaffirms Position on Environmental, Social and Governance Integration

CFA Institute has published its most recent statement on its position concerning on environmental, social and governance (ESG) integration in the investment process. The previous statement was published in 2019 as CFA Institute continued to integrate… READ MORE ›

Gold $3,000?

What happened to the negative correlation between the price of gold and the US dollar?

“ESG, Motherhood, and Apple Pie”? Seven ESG Policy Questions

Is there a performance penalty for ESG investing? Is it logical to lump E, S, and G together?

2021 US Wealth Management Outlook: Becoming “Essential” Financial Advisers

The pandemic has made meetings more personal, technology more integral, and advice more holistic.

Are Cheaper Funds Really Better Bets?

Investors should be agnostic to absolute fees, and instead rank investment options on their value added net of costs.

The End of Accounting? Sustaining Financial Reporting

The explanatory power of the financial information reported to investors for market valuation has plummeted in recent decades.

Dollar-Cost Averaging (DCA): A Reappraisal

Now is a good time to revisit the logic of dollar-cost averaging (DCA) in investing.