Practical analysis for investment professionals

Investment Topics


Debunking the Myth of Market Efficiency

Market complexity transcends disciplines and cannot be entirely modeled out.

More Realistic Retirement Income Projections Require Dynamic Adjustments

How can we incorporate dynamic spending into retirement income projections?

DC Plan Sponsors: Seven Priorities for 2023

Plan sponsors have a vital responsibility to provide and manage retirement benefits on behalf of their employees. Here's what they need to focus on in 2023.

Short Squeezes: A Four-Factor Model

To determine whether a stock might become the target of a short squeeze, there are four criteria to keep in mind.

Every Day Is Tax Day: Five Tax Strategies for HNW Clients

Our clients' taxes and the tax-savings strategies we can devise for them should be on our minds year-round.

Book Review: Investing in the Era of Climate Change

Bruce Usher identifies both what the implications of climate change are for the investment community and how investment capital allows us “to save us from ourselves.”

DC 2.0: Three Paths to More Equitable Retirement Programs

How can we create better retirement outcomes for employees and help our organizations achieve DEI-related goals?

The Next 75 Years: Will Generalists or Specialists Prevail?

To generalize or specialize? Seventy-five years after CFA Institute was established, how should investment professionals and aspiring investment professionals approach the choice?

More Than Just Oil: Saudi Arabia’s Improved Credit Rating

Contrary to the popular narrative, oil isn't all that matters to the Saudi economy.

China’s Enterprise Annuities: “Long-Term Money, Short-Term Investment”

The operation of enterprise annuities in China suffers from a "long-term money, short-term investment" mindset.