Practical analysis for investment professionals

Performance Measurement & Evaluation


The ESG Performance Paradox

Without strong fiduciary standards, ESG may become an excuse for fund managers to underperform and charge higher fees.

The Path Ahead: Insights on the Economic Recovery

Despite the shock reverberating through the global economy, equity prices have maintained their upward trajectory. What explains this disconnect?

How Good Is Your Investment Sales Team?

When it comes to evaluating sales teams, "[Pay] more attention to the swing than the shot."

Should Fundamental Investors Give Up on Value Stocks?

For fundamental investors looking for mispricings, value stocks may be best ignored.

Monetary Policy Gone Wild: A Lost Generation of US Growth?

The Fed could be setting the US economy up for a harder fall down the road.

A Guide to Donor-Advised Funds: Five Factors

What are the basic features of donor-advised funds (DAFs) and what are the considerations in the asset allocation decision for a given donor?

Don’t Overlook Accounting Comparability

Low accounting comparability can be costly for both firms and managers.

Why You Should Be a Goals-Based Investor

What if our traditional models of choice are not measuring people’s true objectives?

AI and Big Data: Can They Guide Investors through the Pandemic?

The global pandemic is a rare opportunity to gauge how well AI and big data applications in investing have performed.

Creating Anti-Fragile Portfolios

Is a portfolio long or short volatility? That question is becoming more and more critical.



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