Practical analysis for investment professionals

Portfolio Concentration: How Much Is Optimal?

Diversification is sometimes described as “the only free lunch” in investing. But is it?

Weekend Reads: Life in 2030 and a Meal in Patagonia

Have you ever stopped to think about what life will be like in 2030?

Can Quantamental Save Active Investing?

The goal of quantamental investing is not to replace human analysts with machines, but to leverage the strengths of each, says Alon Bochman, CFA.

Assessing Value in the Digital Economy

Analysts need new tools to evaluate new business models.

Promoting Financial Literacy: The ASFIP Example

Dustin S. Martin, CPA, CFA, discusses efforts by the Atlanta Society of Finance and Investment Professionals (ASFIP) to advance financial literacy.

Data Science, Finance, and Women: A Powerful Intersection

Data science will be the key to unlocking the door for women to the most powerful positions in finance, says Barbara Stewart, CFA.

Book Review: Equity Management

The authors have compiled a highly readable, entertaining, and well-informed collection of articles on the history and development of the quantitative techniques of stock selection.

The Big Recalibration: How Can Investment Pros Stay Viable?

With major trends converging to transform the career outlook in the financial industry, professional investors need to know how to remain viable.

Time for a Low-Cap Diet?

The emergence of "Godzilla caps" has endangered many "well-diversified" portfolios, making concentration risk much greater than it appears, says James Stefurak, CFA.



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