Practical analysis for investment professionals

Performance Measurement & Evaluation


Tail Risk: Who’s Afraid of King Kong?

How quickly we forget. After a bullish 2018, tail risk is back. Which means it's a good time to talk with risk management expert Raphael Douady.

Assessing Value in the Digital Economy

Analysts need new tools to evaluate new business models.

Data Science, Finance, and Women: A Powerful Intersection

Data science will be the key to unlocking the door for women to the most powerful positions in finance, says Barbara Stewart, CFA.

Top Five Articles from March: Inflation, Manager Selection, Skill Ratio

The introduction of the Skill Ratio by Daniel Blais, CFA; Brodie Gay's examination of how inflation is underreported; and an exploration by Ziad Abou Gergi, CFA, of the manager-selection process, are among the top posts from March.

The Case for Further Stock Market Gains

The stock market often moves contrary to consensus forecasts, says Mark Armbruster, CFA. In the face of many stock market naysayers, there is a reasonable argument for further gains.

Skill Ratio: A New Measure for the (Lack of) Persistence in Active Management

Daniel Blais, CFA, introduces a new metric to help identify and differentiate those investment managers who achieve alpha through skill and those who generate it by luck.

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.

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.

Top Five Articles from January: India, ETFs, and Vollgeld

What were the leading stories from Enterprising Investor in January?



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