Portfolio Management
Just how well have artificial intelligence (AI)-focused companies and AI-managed exchange-traded funds (ETFs) performed?
“I've been studying liberal arts investing for 20 years," Robert G. Hagstrom, CFA, says. "Liberal arts investing becomes popular when things get hard.”
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.
What does the recent performance of gender lens funds look like and how much variation is there among them?
Is active management's decade-long losing streak to passive management due to high fees, a lack of manager skill, or something else?
How often do you say, “I read it somewhere”?
Specialize or face extinction. This is the binary choice facing small-to-medium sized asset managers, says Markus Schuller.
Can we create a simple and clean equity portfolio by separating alpha from beta?
How do we as fiduciaries approach investment governance?
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.