Practical analysis for investment professionals

Drivers of Value


Defining an Ideal Culture: A Values-Based Framework

The values-based framework can help leaders define, clarify, and establish a firm's desired culture, Katrina Sherrerd, PhD, CFA, writes.

Work and Leadership: Going It Alone

Self-leadership may become the most important kind of leadership of all, says Barbara Stewart, CFA.

Indexing: Out with Tradition?

How do traditional and non-traditional indexing compare in the US stock market?

Sunny Saturday and the Risks Are Rising

Remember to focus on what might go wrong in the future instead of what has gone right in the past.

Emotions and Decision Making: Five Steps to Improve Your Process

The best defense against bad decisions is to fire up our System 2 thinking.

The Venture Capital Gender Gap: What Qualifies as Female Content?

What makes a company woman-led? The metrics vary and can be confusing. Duncan Stewart, CFA, proposes a points-based system that could bring more clarity.

Geraldine Sundstrom: Navigating the “Recession Moment”

“There is only one thing that keeps us up at night and could topple the economy into a big recession," says PIMCO's Geraldine Sundstrom. "That is a trade war."

Private Equity Access: Should We Beware?

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

How Are Gender Lens Funds Performing?

Research demonstrates that stronger women in leadership (WIL) metrics correlate with superior company performance.

How to Read Financial News Redux: Process Determines Priorities

How is financial news like a crying baby? Robert J. Martorana, CFA, explains.



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