Practical analysis for investment professionals

Portfolio Management

Home Equity Conversion Mortgages (HECMS): Good for Retirees?

Some researchers maintain that home equity conversion mortgages (HECMs) can improve retirees' income and financial well-being.

Portfolio Managers, Artificial Intelligence Is Coming for Your Jobs

Artificial intelligence (AI) is coming to the investment world. Given AI's superior computing power and lack of behavioral biases, some in the investment industry and academic circles believe it will come to dominate the sector.

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.

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.

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.

Nine Charts: Dangerous Curves

With rising rates and a flattening yield curve, can there be opportunity in fixed-income markets? Sloane Ortel examines what's happened and what to do next.

Top Five Articles from February: Body Language, Data Science, Artificial Intelligence

Sloane Ortel and Thomas Brigandi's examination of the seven asset owner organizations shaping the market and a review of Richard Bookstaber's The End of Theory by Robert N. Farago, ASIP, are among the leading Enterprising Investor posts from February.

Revenue Recognition: The Bottom Line on the New Top Line

Revenue — perhaps the most important number in financial statements — and how it is calculated by nearly every public company across the globe is set to change. Sandra Peters, CFA, considers the impacts.

Beyond Carbon: Water Risks and Sustainable Investing

The water crisis in Cape Town, South Africa, demonstrates that carbon emissions and climate change are not the only sustainability threats, says Monika Freyman, CFA. Water concerns already affect investors' bottom lines as well as future risks to their top lines.

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