Practical analysis for investment professionals
Gender Diversity in the Board Room: The Firm Size Factor

Smaller is better when it comes to reaping the benefits of gender diversity in the corporate board room.

Inclusive Leadership: Seven Keys to a 21st-Century Skill

Developing an inclusive culture is the right thing to do ethically. It also makes good business sense.

Inflation: What If It Doesn’t?

Joachim Klement, CFA, expects inflation to fall. But that doesn't stop him from asking, What if I'm wrong?

Passive vs. Active Management: Three Myths in DC Plan Strategy Selection

Actively managed strategies should have a place at the core of well-designed retirement plans.

Machine Learning: Explain It or Bust

Interpretability is paramount in machine learning.

Book Review: Boom and Bust

This book is an achievement not only for its historical detail but also for supplying a unifying framework that can be applied to any future bubble event.

4×4 Asset Allocation: Four Goals over an Investment Horizon

Assets and liabilities in any portfolio should contribute to liquidity maintenance, income generation, preservation of capital, and growth.

Modern Variants of Capitalism, Part 2: Financial Capitalism

In financial capitalism, wealth is transaction-based rather than operational.

Growth in Sustainable Indices Proves Sustainable

The number of indices measuring ESG criteria continues to spike, Rick Redding, CFA, reports.

When Indices Are Cut: What Withdrawals Teach about Risk-Control Index Design

Carriers sometimes withdraw an index from further investment. How can advisers explain such a decision to clients?



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