Research. Reviews. Ideas. Built for investment professionals.
Latest Posts
How Are Gender Lens Funds Performing?

Research demonstrates that stronger women in leadership (WIL) metrics correlate with superior company performance.

PIMCO’s Sundstrom discusses how to navigate the “recession moment”

Geraldine Sundstrom doesn't think we're at the end of the economic cycle yet, but she warns that "When midnight strikes, and Cinderella’s carriage turns into a big pumpkin, you’re going to have to do something."

Ethics in Practice: CFA Exam Comments. Case for Week of 24 June

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

Book Review: Heterodox Investment Theory

Thomas Pistorius challenges much of mainstream investment theory that uses mathematical statistics to predict returns.

Ethics in Practice: Auditor and Consultant. Case and Analysis–Week of 17 June

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

Green Bonds Pose Challenge to EU Sustainable Finance Initiative

In this podcast, Josina Kamerling, head of regulatory outreach for CFA Institute for Europe, explores the state of the discussion on Green Bonds and what developments investors and policy makers might expect in the coming months and year.

How to Read Financial News Redux: Process Determines Priorities

How is financial news like a crying baby? Robert J. Martorana, CFA, explains.

Idiocy of the Masses or Masses of Idiots?

Why do investors keep investing in government bonds despite extremely low yields?

Ethics in Practice: Soft Dollar Expenditures. Case and Analysis–Week of 10 June

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

In Memoriam: John B. Neff, CFA

The investment world lost another legend in 2019.