Practical analysis for investment professionals

Portfolio Management


AI, What Have You Done for Us Lately?

Just how well have artificial intelligence (AI)-focused companies and AI-managed exchange-traded funds (ETFs) performed?

Robert G. Hagstrom, CFA, on Liberal Arts Investing

“I've been studying liberal arts investing for 20 years," Robert G. Hagstrom, CFA, says. "Liberal arts investing becomes popular when things get hard.”

Green Bonds vs. Traditional Bonds

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.

Gender Lens Equity Funds and Women in Leadership: A Report

What does the recent performance of gender lens funds look like and how much variation is there among them?

The Active Manager Paradox: High-Conviction Overweight Positions

Is active management's decade-long losing streak to passive management due to high fees, a lack of manager skill, or something else?

Intuitive Behavioral Design: An Introduction

Specialize or face extinction. This is the binary choice facing small-to-medium sized asset managers, says Markus Schuller.

Smart Beta vs. Alpha + Beta

Can we create a simple and clean equity portfolio by separating alpha from beta?

The Bezzle and the Central Banks

In today's bull market, the bezzle, or "inventory of undiscovered embezzlements," isn't stocked with Ponzi schemes and the like. Rather it is built on the notion that risky assets have become practically risk-free.



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