portfolio management
Don't be lulled into a false sense of security by the word "assurance" when evaluating sustainability reports. Assurance practices vary, and investors would be wise to learn more about the different levels of coverage.
Are investment returns random across time as Burton Malkiel suggests in his book, A Random Walk Down Wall Street? There is notable disagreement on this topic. This research finds that practitioners may need to rethink their portfolio optimization routines.
Daniel Peris's new book advises investors that the tide is about to turn: favor dividends over share growth alone.
Profitability and sustainability are not mutually exclusive in active credit strategies.
The book is highly useful not only to women but also to other groups that are underrepresented in investment management.
When it comes to their benchmarking practices, US public pension funds need to find faster rabbits to chase.
Remember to focus on what might go wrong in the future instead of what has gone right in the past.
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."
BlackRock's Ronald N. Kahn says big data is neither a gimmick nor a guarantee of success for the challenges confronting active management.
The investment management industry has a failing grade when it comes to diversity and inclusion. But a new report hopes to change that.