Practical analysis for investment professionals

Portfolio Management


Howard Marks, CFA: Getting the Odds on Your Side

What are two of the most important things an investor needs to do to succeed? Howard Marks, CFA, offered his perspective.

C-Suite Talks: Bill Browder

Were it a work of fiction, Bill Browder's story would stretch the bounds of credibility well beyond the breaking point.

Book Review: Mastering the Market Cycle

Howard Marks, CFA, explains why market cycles are largely driven by human psychology and behaviors.

2019 US Wealth Management Outlook: The Old Guard and Fintech Cozy Up

The room for partnerships in 2019 extends throughout the wealth-management pipeline, says April J. Rudin.

Smart Beta: Broken by Design?

Smart beta has an especially strong reality distortion field, says Nicolas Rabener.

Diversification: High Dispersion Beats Low Correlation

When advisers talk about diversification their go-to variable is correlation. That's a mistake.

Top Five Questions Non-US Citizen Clients Ask

US financial advisers will absolutely encounter foreign clients and should be ready to address their questions and concerns.

10 Open Questions for All Professional Investors

The investment profession has some pretty intense open questions.

Ensemble Active Management (EAM): Taming Toxic Tails

What is Ensemble Active Management (EAM) and how can it help active managers outperform their benchmarks after fees?



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