Practical analysis for investment professionals

Performance Measurement & Evaluation


How Painful Can Factor Investing Get?

The last 18 months have not been kind to factor investors, and multi-factor products — with an almost 20% decline — have provided little relief.

Status Anxiety Or: How Our Neighbors Make Us Worse Investors

The best way to keep up with the Joneses is to ignore them. Joachim Klement, CFA, explains.

Rising Risk: Accounting Shenanigans and Alternative Investments

The next crash may unearth accounting scandals to rival those of Enron and WorldCom, says Sebastien Canderle.

Indexing: Out with Tradition?

How do traditional and non-traditional indexing compare in the US stock market?

The Venture Capital Gender Gap: What Qualifies as Female Content?

What makes a company woman-led? The metrics vary and can be confusing. Duncan Stewart, CFA, proposes a points-based system that could bring more clarity.

Private Equity Access: Should We Beware?

Should retail investors have access to private equity investments? Preston McSwain shares his take.

How Are Gender Lens Funds Performing?

Research demonstrates that stronger women in leadership (WIL) metrics correlate with superior company performance.

Idiocy of the Masses or Masses of Idiots?

Why do investors keep investing in government bonds despite extremely low yields?

ESG and the Commons: From Tragedy to Governance?

Sustainable investing will become the rule and no longer the exception. But this transition comes amid a disquieting change in how we must view capital, production, and their attendant effects.

Global Financial Health Check-Up: What’s the Prognosis?

How healthy are the bank and non-bank sectors across the globe? How does their current status compare with the days preceding the global financial crisis?



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