Practical analysis for investment professionals

Portfolio Management


The Financial Adviser Value Proposition: The Five Components

What can we do for our clients that they can’t do on their own? What can make us better at managing their money than they are?

The Fed Isn’t Bluffing: The Real Threat of an Upside-Down Depression

Paul Volcker restored the Fed's credibility through suffering. The Fed's leadership knows that it must pursue a similar course today.

Asset Owner Perspectives: Building Investment Organizations Fit for the Future

How are asset owners thinking about and building their multi-generational, long-horizon portfolios?

DeFi-ing the Rules: Five Opportunities and Five Risks of Decentralized Finance

Campbell Harvey explains why DeFi has such transformative potential.

Renewable Energy Funds: Through a Gender Lens

As ESG investing continues to grow, applying a gender lens to public equity funds focused on climate solutions is critical.

Building a CAPM That Works: What It Means for Today’s Markets

The capital asset pricing model (CAPM) is a marvel of economic scholarship. The problem is that it doesn’t always work in practice. So, we fixed it.

Scenario Planning and Net-Zero

When it comes to the net-zero transition, energy investors must consider various outcomes since the outcomes are, well, so various.

Book Review: Asset Allocation

William Kinlaw, Mark Kritzman, and David Turkington offer advice on a wide range of asset allocation topics, backing up their recommendations with solid quantitative analysis.

Why Invest in Stocks?

Equities are not necessarily more risky than such "safe" assets as US Treasuries. 

Higher Interest Rates: Some Hedge Fund Strategies May Benefit

Rising interest rates will provide a tailwind to three hedge fund strategies, in particular.



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