Practical analysis for investment professionals

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Fama and French: The Five-Factor Model Revisited

How well has Fama and French's five-factor model explained returns?

Women and Investing: Six Questions Answered

How have women changed their investing habits since the pandemic went global?

Dan Joldzic, CFA: Natural Language Processing in a Big Data World

"We are living in a Big Data World," Dan Joldzic, CFA, says. "No single analyst or team of analysts can capture all the information on their positions."

Inflation: What If It Doesn’t?

Joachim Klement, CFA, expects inflation to fall. But that doesn't stop him from asking, What if I'm wrong?

Passive vs. Active Management: Three Myths in DC Plan Strategy Selection

Actively managed strategies should have a place at the core of well-designed retirement plans.

Growth in Sustainable Indices Proves Sustainable

The number of indices measuring ESG criteria continues to spike, Rick Redding, CFA, reports.

When Indices Are Cut: What Withdrawals Teach about Risk-Control Index Design

Carriers sometimes withdraw an index from further investment. How can advisers explain such a decision to clients?

ESG Disclosure: How Can External Assurance Help Build Trust?

ESG assurance must replicate the knowledge and experience of external audit while avoiding its pitfalls.

The Mirage of Direct Indexing

Direct indexing seems like a free lunch that is too good to pass on. But is it?

Market Resiliency, Capital Formation, and Investing for Our Future

The story of the markets over the last 10 years has been one of remarkable change. Yet economies are still struggling.