Practical analysis for investment professionals

Drivers of Value


Discretionary Investing in the Age of Artificial Intelligence

No two investment managers are alike. There is no reason why two artificial intelligence (AI)-driven systems should be either, says Parijat Garg, CFA.

Smart Beta: How to Avoid Fixed Income’s “Crocodile Jaws”

Can smart beta help bond investors escape fixed income's "crocodile jaws"? Salvatore J. Bruno and Kelly Ye, CFA, weigh in in an interview with Paul Kovarsky, CFA.

The Dark Side of Low-Volatility Stocks

Low volatility may be a great marketing concept, but does it work as a strategy?

Jeopardy! and Gender Parity on Investment Teams

Why does gender parity matter for investment teams?

Andrew W. Lo: To Survive Adaptive Markets, Look to Biology

Andrew W. Lo explained how insights from biology can address the shortcomings of the efficient market hypothesis (EMH).

Mr. Market’s Split Personality: Can Sector-Driven Factors Help?

Can Joel Greenblatt’s well-known Magic Formula help address Mr. Market's split personality?

Payment Decisions: Reflections of Culture, Options, and Self

How does progress in the payments industry affect the payment decisions we make at an individual level?

Cryptocurrencies: Initial Coin Offerings (ICOs)

What are initial coin offerings (ICOs)? Umed Saidov, CFA, shares his take in the latest edition of his Cryptocurrencies series.

Factor Investing in Micro and Small Caps

Does factor investing in micro- and small-cap stocks in the United States offer any additional alpha?

Building an Inclusive Work Culture

What does a culture of inclusion look like?



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