Practical analysis for investment professionals

Do Index Fund Portfolios Live Up to Expectations?

Are investors expecting more than index funds can deliver?

Avoid Unintended Bets in Your Investment Portfolio

Northern Trust CIO Robert P. Browne, CFA, discussed how asset allocation decisions are made using quantitative methods, while the underlying (active) portfolios are often run by managers from the fundamental school of investing, at the 70th CFA Institute Annual Conference.

Ignoring Fees Doesn’t Beat the Market

A large asset manager has claimed their funds beat the S&P 500 93% of the time. Unfortunately, that's only true without accounting for fees. Preston McSwain explores what to learn from this exercise.

Weekend Reads: Charlottesville, Smartphones, and the Solar Eclipse

Like so many others in my adopted hometown of Charlottesville, Virginia, I have been struggling to make sense of the events of this past weekend.

Purposeful Capitalism and Risk Management: Lutfey Siddiqi, CFA

“Purposeful Capitalism” describes an evolution of capitalism wherein the investment industry becomes more professional, ethical, and client-centric. Lutfey Siddiqi, CFA, discusses this scenario in an interview with Robert Stammers, CFA.

Women: The Private Investigators of Finance

All advisers are capable of spotting fraud. But based on a couple of recent stories and some interesting statistics, Barbara Stewart, CFA, thinks women may have a head start.

Sam Zell on Global Growth: “Where’s the Demand?”

The first question Sam Zell asks when someone offers up an investment opportunity is “Where’s the demand?"

Authentic Leadership: Bill George on Finding Your True North

Why do you want to lead? How do you know if you’re on the right track — and the right track for you? Increasingly, authentic leadership is vital to success. Bill George is the author of True North: Discover Your Authentic Leadership and Discover Your True North, among other books. In this interview, George discusses the concept of True North, why it’s unique for everyone, and what’s changed about leadership over the past decade.

Pension Trustees: Corporate Governance and the Behavior Gap

Good governance is not only important, but it also drives real results. Christopher K. Merker, PhD, CFA, explains.

Weekend Reads: The Eye of the Storm

Predicting the weather or predicting the markets — neither is possible with absolute certainty. This and other musings make up this week's Weekend Reads by Robert Del Mauro.



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