Practical analysis for investment professionals
Ensemble Active Management: The Blueprint for Rescuing Active Management

Could EAM generate enough added alpha for active management to reclaim its edge over passive?

Book Review: Advances in Retirement Investing

This is an essential source for cohesive retirement investment strategies based on the accumulation and decumulation of wealth, viewed as a continuum.

ESG Research: Solving the Integration Challenges

US managers have been slower to board the ESG bandwagon relative to their European peers. How can they catch up?

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.

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.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close