Performance Measurement & Evaluation
Just how well have artificial intelligence (AI)-focused companies and AI-managed exchange-traded funds (ETFs) performed?
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.
What does the recent performance of gender lens funds look like and how much variation is there among them?
Is active management's decade-long losing streak to passive management due to high fees, a lack of manager skill, or something else?
Can we create a simple and clean equity portfolio by separating alpha from beta?
How do we as fiduciaries approach investment governance?
What does the current era of professional tennis have to teach us about the state of venture capital (VC) and private equity (PE)?
In whose interest should companies be run? Luigi Zingales shared his thoughts at the 2019 CFA Institute Seminar for Global Investors.
Do companies with high environmental, social, and governance (ESG) ratings outperform their lower-ranked counterparts?
To paraphrase Richard Thaler, all finance is behavioral. In the same spirit, all investment management should be goals-based.