Practical analysis for investment professionals

Leadership, Management & Communication Skills


The Investment Case for Culture

How can we meet the dual challenge of investor preferences and investment outcomes?

How to Read Financial News Redux: The Complete Series

How should you approach financial news? Robert J. Martorana, CFA, shares his advice.

“Aim Higher”: Bonnie St. John’s Keys to Career Success

“Do you have a sponsor who's willing to bet on you?” Olympic medalist Bonnie St. John asks.

Suddenly Single: How to Plan with Female Clients

We all start out single and most women, whether they marry or not, will end up that way. Barbara Stewart, CFA, considers the implications.

Veterans and Finance: The Value Proposition

Won Palisoul talks to Jim Cemprola about what veterans can do for finance and what finance can do for veterans.

Gender Lens Equity Funds and Women in Leadership: A Report

What does the recent performance of gender lens funds look like and how much variation is there among them?

Four Principles to Sustaining a Desired Culture

Once we define the culture we aspire to build, our challenge and responsibility is to cultivate it over time. That process is far from automatic and has no finish line.

Goals-Based Investing: Should It Be the Norm?

To paraphrase Richard Thaler, all finance is behavioral. In the same spirit, all investment management should be goals-based.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close