Practical analysis for investment professionals

Ian Robertson, CFA

6 Posts

Biography

Ian Robertson is a portfolio manager at Odlum Brown Limited and a DPhil candidate (part time) at the Smith School of Enterprise and the Environment at the University of Oxford.

Author's Posts
Book Review: Your Essential Guide to Sustainable Investing

Larry Swedroe and Samuel Adams's book is a good starting point for those seeking to understand the history and current practices of sustainable investing.

Closing the Gap: Gender Lens Investing and the Future of Finance

Gender lens investing may be the most powerful approach to achieving gender parity in finance and investment.

Book Review: Governance Reimagined

David R. Koenig's Governance Reimagined "focuses on the 'why' and 'how' of governance rather than the 'what' that is delivered by other guidebooks."

Book Review: The Power of a Single Number

Gross domestic product has become the comparative benchmark for the wealth and growth rates of nations. The author provides a concise history of GDP, which offers fertile ground for the consideration of future changes to its use and to the use of other inputs in the valuation of stocks and stock markets.

Book Review: How to Really Ruin Your Financial Life and Portfolio

The author draws on his own investing experience to deliver a tongue-in-cheek guide on how to avoid common financial mistakes. Seasoned professionals and novice investors alike will laugh their way through the book’s lessons because the author possesses a brimming wit and a lifetime of collected wisdom, often gained through the same mistakes he cautions readers against.

Book Review: Succession Planning for Financial Advisors

David Grau, Sr., provides a step-by-step guide to implementing a succession plan. The book is directed primarily at owners of independent advisory firms but should also be of considerable interest to their employees, their clients, and regulators, as well as investment professionals at larger firms who are considering the establishment of their own practices.



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