Practical analysis for investment professionals

Investment Topics


ESG Research: Solving the Integration Challenges

US managers have been slower to board the ESG bandwagon relative to their European peers. How can they catch up?

Active Success: Investing Lessons from Odysseus

With his patience and preparation, Odysseus would have made a great investor.

“ESG, Motherhood, and Apple Pie”? Seven ESG Policy Questions

Is there a performance penalty for ESG investing? Is it logical to lump E, S, and G together?

Are Cheaper Funds Really Better Bets?

Investors should be agnostic to absolute fees, and instead rank investment options on their value added net of costs.

Dollar-Cost Averaging (DCA): A Reappraisal

Now is a good time to revisit the logic of dollar-cost averaging (DCA) in investing.

Book Review: Active Investing in the Age of Disruption

Evan L. Jones’s vantage point as a manager of managers brings invaluable insight to the most vital issues facing investment professionals.

The US Tax Outlook: Changing States?

As 2020 winds down, many tax- and residency-related matters are coming to the fore. How should you tackle them with clients?

Maybe Analyst Recommendations Do Add Value

Following analyst buy or sell recommendations isn’t going to lead to outperformance. Or is it?

Myths of Private Equity Performance: Part I

"In private markets, no one can figure out your true performance."

Radical Uncertainty in Finance: Why Modern Finance Keeps Failing

We need to reject the mirage Modern Finance projects on the market and revive a commonsense approach to uncertainty.



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