Practical analysis for investment professionals

Drivers of Value


Liquid Alternatives: Alternative Enough?

How do liquid alternatives perform from a risk-and-return perspective in the context of an equity portfolio?

Accelerated Share Repurchases (ASRs): Managing EPS?

Accelerated share repurchases (ASRs) account for a growing proportion of share buybacks. So what are they and how are they used? Ahmet C. Kurt, PhD, explains.

Who Cares (About ESG) Wins: Asset Owners Step Up

If there were any doubt as to ESG's efficacy in portfolio management, recent efforts by some of the world's largest asset owners may finally put the question to rest.

Chasing Mutual Fund Performance: Follow the Momentum?

How does mutual fund momentum chasing play out in the US market?

Top Five Articles from August: Growth vs. Value, Blockchain, Tax-Loss Harvesting

In August's leading posts, Larry Cao, CFA, receives a blockchain update, Julie Hammond, CFA, considers the state of fixed income, and Clare Flynn Levy shares tips for succeeding as a portfolio manager.

Franchise Quality Score: A Metric for Intangibles

Ever-increasing investments in intangible assets by firms are rendering old stock valuation models obsolete and demonstrate the need for new valuation frameworks. That's where the Franchise Quality Score comes in.

Investing in a Geopolitical Age

"Be mindful that the rumor of globalization’s demise is greatly exaggerated," says Taimur Hyat, PhD, of PGIM.

Watch the Leverage!

“We’re transitioning into a very delicate and challenging time for fixed-income investing,” Anne Walsh, CFA, told the audience at the 63rd Annual Financial Analysts Seminar.

For Humans Only: Five Tips for Outstanding Customer Service

Artificial intelligence will change the world for customers across all industries, says Barbara Stewart, CFA. But a few things won’t ever change. People want respect.

Growth vs. Value: Waiting for GODOT

Is it time to start selling growth stocks and buying value stocks?



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