Practical analysis for investment professionals

Performance Measurement & Evaluation


Hiring and Firing Portfolio Managers: Process and Outcomes

Evaluating good investment performance is not just tabulating outcomes, says Robert G. Hagstrom, CFA.

ESG Investing: Too Good to Be True?

The notion that companies that care about the environment, look after their employees, and exhibit good governance outperform is likely a mirage, says Nicolas Rabener.

The Intangible Valuation Renaissance: Five Methods

Intangible assets are increasingly critical to corporate value, and new valuation methods need to be deployed to accurately calculate their worth.

Robert J. Shiller on Bubbles, Reflexivity, and Narrative Economics

Robert J. Shiller has shown remarkable prescience over the years. And with talk of inverted yield curves, overvalued stock markets, and imminent recession, the present struck us as an opportune time to see what was on his mind.

Analyzing Mr. Market’s Sense of Priority

How do we decipher what Mr. Market's priorities are?

Top 10 Posts from 2018: Chart Crimes, Political Divides, AI, and the Skill Ratio

What Enterprising Investor articles most resonated with readers this year? The results offer an illuminating look into the forces that shaped finance in 2018.

Persistence That Just Ain’t So

Do private equity presentations overstate an ability to persist?

The Dark Side of Low-Volatility Stocks

Low volatility may be a great marketing concept, but does it work as a strategy?

Fixed Income: “Take What the Market Gives You”

"The thing about fixed income is avoiding the downside," says PGIM's Gregory Roberts. "We get penalized for losses and get very little for getting things right."

Mr. Market’s Split Personality: Can Sector-Driven Factors Help?

Can Joel Greenblatt’s well-known Magic Formula help address Mr. Market's split personality?



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