Practical analysis for investment professionals


Weekend Reads from India: Fraud, “Skin in the Game,” Nassim Taleb

The framework of investing a dollar and then earning a succession of pennies is ubiquitous. But it has limitations. A recent bank scam in India illustrates this point, writes Shreenivas Kunte, CFA.

Book Review: Money, Meaning, and Mindsets

The authors challenge the investment profession to rethink the way it views both clients and employees.

Red States, Blue States: Two Economies, One Nation

Red and blue states vary so much in their economic trajectories that they may as well be two distinct countries, writes Joachim Klement, CFA.

Why Isn’t There Any Inflation?

Published estimates suggest inflation has been nonexistent despite extended, near-zero interest rates and a near doubling of the M2 private money supply since the recession.

Risk Is a Moving Target

To mark International Women's Day, Barbara Stewart, CFA, shares insights from her latest research study on women and risk.

Digital Reputation Management 101

Your reputation and that of your firm are your most valuable assets. Make sure you're safeguarding them online and everywhere.

Are Building-Block Funds on the Scrap Heap?

Have building-block offerings been consigned to oblivion, with their considerable legacy assets doomed to gradual decay?

Increasing Client Withdrawal Rates in Retirement

For retirees, success means, in part, not outliving their money. Two recent studies shed insight on how advisers can help clients accomplish that, Isaac Presley, CFA, reports.

Weekend Reads for Investors: Free Lunch Edition

In this edition of Weekend Reads, Jason Voss, CFA, curates stories on the many bogus ways people convince themselves that there is such a thing as a free lunch.

Manager Selection: An Alpha Generator in Multi-Asset Portfolios

Cheap exchange-traded funds (ETFs) and smart beta products are no substitutes for active management, says Ziad Abou Gergi, CFA. But the manager-selection industry needs to adapt to the changing environment and investors' price sensitivity.

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