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investment decision making


Smarter Decisions in Uncertain Times: Insights from Annie Duke and Morgan Housel
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Investors should keep three things in mind when planning for the future amid so much uncertainty

“Equity” or “Debt”? Standard-Setters Must Draw a Clear Line

The concepts of “debt” and “equity” are as old as human conversation.

ELTIFs: Fostering Retail Investors’ Access to Alternative Investments and the Need for Increased Transparency and Harmonization across Reporting Standards

European Long-Term Investment Funds (ELTIFs) are EU Alternative Investment Funds (AIFs) managed by alternative investment fund managers (AIFMs). ELTIFs complement traditional sources of capital while enabling the financing of the real economy, which, in turn, contribute to the EU’s sustainable and inclusive growth.

Productive Conflicts: Advancing through Mindfulness
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Using mindfulness to overcome biases and resolve conflicts can create new opportunities.

How Unconscious Bias in Our Brain Counteracts Diversity
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Mental shortcuts are useful for handling information overload, but consciously structuring your decision process can make bad or ineffective outcomes less likely.

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.

Thaler on Choice Confusion: To Intervene or Not to Intervene
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Richard H. Thaler reviewed many of our behavioral frailties during his lively and engaging presentation at the 70th CFA Institute Annual Conference in Philadelphia. The key takeaway: If only we could learn.

Investors Want Complete and Quality Financial Disclosures, Not Necessarily Less

Companies say they need relief from the heavy burden of financial reporting, but what about the impact on investors and their ability to make informed investment decisions?