Practical analysis for investment professionals

Drivers of Value


Splitting the Risk: How to Manage Interest Rate Risk in Project Finance

How can the two primary stakeholders in project finance best allocate interest rate risk?

Decision Attribution: Portfolio Manager Skill vs. Past Performance

As portfolio managers, being able to show our investors — with data-driven evidence — that we know exactly what we are good at and the steps we are taking to improve goes a long way.

Bitcoin Mining and Local Stock Market Performance Correlations

Is there a relationship between where bitcoin is mined and how the performance of the local equity markets correlates with bitcoin prices?

Beyond Duration and Convexity: Eight Ways to Bond with Clients

Successful adviser-client relationships are built on more than just investment advice.

Machine Learning and FOMC Statements: What’s the Sentiment?

What do machine learning and natural language processing reveal about Federal Open Market Committee statements?

2023 US Wealth Management Outlook: Tax Planning and Wealth Preservation

After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.

The Yen’s Downside Risk Persists Despite BOJ Shift

There is reason to be cautious about the nascent yen rally.

Diversity and Investment Performance: What Trade-Off?

Is there a trade-off between diversity and investment performance?

Top 10 Posts from 2022: Fama and French, Damodaran, the Equity Risk Premium

In a wild year for markets and investing, what EI content most resonated with readers?