Practical analysis for investment professionals

Future States


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?

Blockchain: A Progress Report

Critics of blockchain technology claim that it is too slow for financial transactions and that its consensus mechanism uses too much energy. In this interview, Carl Wegner of the blockchain technology developer R3 paints a more encouraging picture.

Top Five Articles from July: Private Equity, ESG, High Yield Today

Why do professional investors talk about behavioral finance more than they apply its insights? How do single stocks influence factor returns? The leading Enterprising Investor posts from last month address these questions and more.

Four Challenges in the ESG Market: What’s Next?

It's time for environmental, social, and governance (ESG) investing to become more of a science and less of an art, says Christopher K. Merker, PhD, CFA.

You May Beat an Algorithm Today. What about Tomorrow?

Innovation has cumulative effects, and after more than 50 years of Moore's law and numerous other advances, algorithmic decision making fits too tightly into investment processes to be ignored.

How Can Investment Professionals Build Trust?

What are the building blocks, the practical strategies, with which investment professionals can establish client relationships based on authentic trust? A new Future of Finance study has some answers. Robert Stammers, CFA, explains.

Should RIAs Change Their Business Model?

Recent market bullishness could be masking unfavorable longer-term trends for registered investment advisers (RIAs).

Cryptocurrencies: What Is Blockchain?

What is blockchain technology? How does it work? And how does it generate economic value?



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