Practical analysis for investment professionals

Performance Measurement & Evaluation


AI, What Have You Done for Us Lately?

Just how well have artificial intelligence (AI)-focused companies and AI-managed exchange-traded funds (ETFs) performed?

Green Bonds vs. Traditional Bonds

How do we test how environmental, social, and governance (ESG) investing returns compare to those of similar traditional investments? The simplest way is to look at bonds.

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?

The Active Manager Paradox: High-Conviction Overweight Positions

Is active management's decade-long losing streak to passive management due to high fees, a lack of manager skill, or something else?

Smart Beta vs. Alpha + Beta

Can we create a simple and clean equity portfolio by separating alpha from beta?

Tennis Lessons for Alternative Investors

What does the current era of professional tennis have to teach us about the state of venture capital (VC) and private equity (PE)?

Shareholder Value vs. Shareholder Welfare

In whose interest should companies be run? Luigi Zingales shared his thoughts at the 2019 CFA Institute Seminar for Global Investors.

ESG Investing: Can You Have Your Cake and Eat It Too?

Do companies with high environmental, social, and governance (ESG) ratings outperform their lower-ranked counterparts?

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.



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