Practical analysis for investment professionals

Portfolio Management


The Innovation Advantage: Private Market Investing

The potential advantages of private market investments, specifically venture equity and venture debt investing, extend to five dimensions of performance.

Book Review: Validation of Risk Management Models for Financial Institutions

Validation of Risk Management Models for Financial Institutions, through a set of thoughtful articles, describes how effective structuring and testing of the modeling techniques used in risk management can support better financial decision making.

Sentiment Analysis Revisited

How can sentiment analysis help interpret and anticipate market behavior?

Trick or Treat? Bobbing for Multibaggers in the Small-Cap Market

Small-cap investing is a “negative art.” But in addition to steering clear of losers, small-cap investors have to demonstrate the “positive art” of picking winners.

How Can Family Offices Leverage Artificial Intelligence? Four Applications

AI will revolutionize family office operations. That's why each office must be intentional about its AI adoption formula, governance procedures, and long-term AI roadmap.

Harvesting Equity Premia in Emerging Markets: A Four-Step Process

There is hope for investors seeking a robust emerging market equity strategy to complement their other equity investments.

Portfolio Confidential: Five Common Client Concerns

What are the five most common client concerns and how can we address them?

The Alpha Capture Ratio: Rising Interest Rates Mean Pricier Alpha

What can hedge fund investors do to optimize the price they pay for alpha?

Small Caps: Party Like It’s 2000?

The legendary musician Prince exhorted us to “Party like it’s 1999,” but today, as a small-cap stock investor, I’d flip the calendar one year ahead, to 2000.

The Benefits of Using Economically Meaningful Factors in Financial Data Science

As machine learning (ML) and data science become ever more integrated into finance, which factors should we consider for our ML-driven investment models and how should we select among them?