Practical analysis for investment professionals

Performance Measurement & Evaluation


Accelerated Share Repurchases (ASRs): Managing EPS?

Accelerated share repurchases (ASRs) account for a growing proportion of share buybacks. So what are they and how are they used? Ahmet C. Kurt, PhD, explains.

10 Rules for Marketing Alternative Funds

Unforced errors in their advertising can undermine the credibility alternative asset managers work so hard to build. These 10 guidelines can help prevent such mistakes.

Who Cares (About ESG) Wins: Asset Owners Step Up

If there were any doubt as to ESG's efficacy in portfolio management, recent efforts by some of the world's largest asset owners may finally put the question to rest.

Chasing Mutual Fund Performance: Follow the Momentum?

How does mutual fund momentum chasing play out in the US market?

Top Five Articles from August: Growth vs. Value, Blockchain, Tax-Loss Harvesting

In August's leading posts, Larry Cao, CFA, receives a blockchain update, Julie Hammond, CFA, considers the state of fixed income, and Clare Flynn Levy shares tips for succeeding as a portfolio manager.

Franchise Quality Score: A Metric for Intangibles

Ever-increasing investments in intangible assets by firms are rendering old stock valuation models obsolete and demonstrate the need for new valuation frameworks. That's where the Franchise Quality Score comes in.

Top Five Articles from July: Private Equity, ESG, High Yield Today

Why do professional investors talk about behavioral finance more than they apply its insights? How do single stocks influence factor returns? The leading Enterprising Investor posts from last month address these questions and more.

Tax-Loss Harvesting: Should Investors Believe the Hype?

There is no shortage of hypothetical performance claims that suggest tax-loss harvesting strategies will significantly boost an investor’s after-tax returns.

The Myth of Volatility Drag (Part 2)

Should we banish "volatility drag" from our vocabularies?

Four Challenges in the ESG Market: What’s Next?

It's time for environmental, social, and governance (ESG) investing to become more of a science and less of an art, says Christopher K. Merker, PhD, CFA.



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