Research. Reviews. Ideas. Built for investment professionals.
Avoid Unintended Bets in Your Investment Portfolio

Northern Trust CIO Robert P. Browne, CFA, discussed how asset allocation decisions are made using quantitative methods, while the underlying (active) portfolios are often run by managers from the fundamental school of investing, at the 70th CFA Institute Annual Conference.

Ignoring Fees Doesn’t Beat the Market

A large asset manager has claimed their funds beat the S&P 500 93% of the time. Unfortunately, that's only true without accounting for fees. Preston McSwain explores what to learn from this exercise.

Initiatives Focused on ESG Reporting Are Making Progress, But There Is More to Do

Investors should consider ESG factors in their investment decision-making process, but companies’ disclosures need to be improved so investors can find useful and relevant information.

Weekend Reads: Charlottesville, Smartphones, and the Solar Eclipse

Like so many others in my adopted hometown of Charlottesville, Virginia, I have been struggling to make sense of the events of this past weekend.

Purposeful Capitalism and Risk Management: Lutfey Siddiqi, CFA

“Purposeful Capitalism” describes an evolution of capitalism wherein the investment industry becomes more professional, ethical, and client-centric. Lutfey Siddiqi, CFA, discusses this scenario in an interview with Robert Stammers, CFA.

George Friedman Guides Investors through Geopolitics

George Friedman, founder and chairman of Geopolitical Futures, is acknowledged as one of the world’s most able guides of both political science and geopolitics.

Women: The Private Investigators of Finance

All advisers are capable of spotting fraud. But based on a couple of recent stories and some interesting statistics, Barbara Stewart, CFA, thinks women may have a head start.

GIPS® Country Sponsors in Asia Pacific Brainstorm Ways to Promote the GIPS Standards

Regional representatives learn more about GIPS 2020 and use design thinking to create action plans for promoting the GIPS standards.

Sam Zell on Global Growth: “Where’s the Demand?”

The first question Sam Zell asks when someone offers up an investment opportunity is “Where’s the demand?"

Authentic Leadership: Bill George on Finding Your True North

Why do you want to lead? How do you know if you’re on the right track — and the right track for you? Increasingly, authentic leadership is vital to success. Bill George is the author of True North: Discover Your Authentic Leadership and Discover Your True North, among other books. In this interview, George discusses the concept of True North, why it’s unique for everyone, and what’s changed about leadership over the past decade.