Practical analysis for investment professionals

Sloane Ortel

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90 Posts

Biography

Sloane Ortel is the founder of Invest Vegan, an ethics-first registered investment adviser that manages distinctive discretionary portfolios of public equities on behalf of aligned individuals and institutions. Before establishing her own firm, she joined CFA Institute’s staff as a sophomore at Fordham University and spent close to a decade helping members adapt to a changing investment landscape as a collaborator, curator, and commentator. She is also a co-host of Free Money, a podcast for sustainability-oriented investors with a sense of humor.

Author's Posts
10 Open Questions for All Professional Investors

The investment profession has some pretty intense open questions.

13 Charts: High Yield Today

The standard joke about high-yield bonds is that they're not high yield any longer. Let's replace it with something better.

You May Beat an Algorithm Today. What about Tomorrow?

Innovation has cumulative effects, and after more than 50 years of Moore's law and numerous other advances, algorithmic decision making fits too tightly into investment processes to be ignored.

Eight Charts: India Ascendant

India’s economy will experience the ordinary progress of a century over the next decade.

18 Chart Crimes and Misdemeanors

Truth is relative, falsehoods are seductive, and shortcuts are commonplace. Chart crimes are a clear manifestation of this, writes Sloane Ortel. 

Weekend Reads: Billions of Reasons to Be Yourself

Showtime’s Billions is one of the best shows on television, says Sloane Ortel, and one of its best features is Asia Kate Dillon’s portrayal of Taylor Mason.

Bangladeshi Banks Need Bonds Back

In Bangladesh, analysts contend with interest ranges instead of interest rates because of a well-intentioned savings program gone wrong. Sloane Ortel and Asif Khan, CFA, take a look at what's happened and what can change.

Weekend Reads: 14 Charts and No Foolin‘

If the world feels a little crazy, it's because you are paying attention, writes Sloane Ortel. But stick around. We'll try to turn it into fun.

Nine Charts: Dangerous Curves

With rising rates and a flattening yield curve, can there be opportunity in fixed-income markets? Sloane Ortel examines what's happened and what to do next.

Weekend Reads: Ski Fast, Have Fun, Don’t Fall Down

Sloane Ortel culls some organizational lessons from the Norwegian ski team and her own experience as a competitive ski racer in the latest Weekend Reads.