Practical analysis for investment professionals
Gender Lens Investing: Where to from Here?

Stronger women-in-leadership (WIL) metrics have well-documented benefits, yet firms have failed to ramp up their gender diversity efforts.

The New Depression: COVID-19 and Stocks’ “Rightful Owners”

Defined-contribution assets will be the epicenter for a coronavirus-driven upward redistribution of equity wealth.

Global Careers in Wealth Management: A Conversation with Marg Franklin, CFA

“The people who combine education with ethics and integrity will have the edge.”

Know What You Don’t Know: Six Tips from Howard Marks, CFA

“Superior investing has to come from correct idiosyncratic decisions,” says Howards Marks, CFA.

The NMC Health Debacle: Four Red Flags?

Could the predictive models have anticipated NMC’s earnings manipulation and bankruptcy risk?

Forecasting the Post-Coronavirus World

Joachim Klement, CFA, is confident of one post-pandemic forecast: Fewer things will change than we expect.

Modern Private Equity and the End of Creative Destruction

Our economies are under the stewardship of fund managers with one goal in mind: to maximize fee income, even if it means holding on to impaired assets.

Three Tools to Improve the Fund Manager–Client Relationship

Technology, properly applied, can help initiate and improve your relationships with clients.

Networking in the Age of Social Distancing: Seven Timeless Strategies

How do you network during a global pandemic and lockdown? Sameer S. Somal, CFA, has some pointers.

Living in a Virtual World: 10 Tips for Culture

How firm culture is built and sustained must evolve in the COVID-19 era.



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