Practical analysis for investment professionals

Alternative Investments


Smart Beta vs. Alpha + Beta

Can we create a simple and clean equity portfolio by separating alpha from beta?

Tennis Lessons for Alternative Investors

What does the current era of professional tennis have to teach us about the state of venture capital (VC) and private equity (PE)?

The Libra Project: A Timely Wake-Up Call?

Libra represents a timely opportunity — and a critical wake-up call, says Giuseppe Ballocchi, CFA.

Rising Risk: Accounting Shenanigans and Alternative Investments

The next crash may unearth accounting scandals to rival those of Enron and WorldCom, says Sebastien Canderle.

Private Equity Access: Should We Beware?

Should retail investors have access to private equity investments? Preston McSwain shares his take.

Book Review: Entrepreneurial Finance

Entrepreneurial Finance provides an excellent overview of the issues that investors and entrepreneurs alike must consider when financing new ventures.

Bond Compass: The Fixed-Income Outlook

Investors are not yet betting on a recession, State Street's Michael Metcalfe tells Dan O'Connor, CAIA. But they have reduced their holdings of high-yield corporate debt.

Option-Based Strategies: Opt In or Opt Out?

Do option-based strategies offer any value to investors?

Exotic Indexes: Built to Sell or Built to Last?

There are now more than 70 times as many indexes as there are stocks. What does that mean for investors?

Investments That Ride a Generational Wave

“People tend to think rules don’t change, but in financials, they’ve clearly evolved,” says Thomas J. Lee, CFA.



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