Practical analysis for investment professionals

Portfolio Management


Watch the Leverage!

“We’re transitioning into a very delicate and challenging time for fixed-income investing,” Anne Walsh, CFA, told the audience at the 63rd Annual Financial Analysts Seminar.

For Humans Only: Five Tips for Outstanding Customer Service

Artificial intelligence will change the world for customers across all industries, says Barbara Stewart, CFA. But a few things won’t ever change. People want respect.

Growth vs. Value: Waiting for GODOT

Is it time to start selling growth stocks and buying value stocks?

Tips for Aspiring Portfolio Managers

What makes a good fund manager? A willingness to learn, from your own success and failures, but also from the wisdom of those who came before you.

Top Five Articles from July: Private Equity, ESG, High Yield Today

Why do professional investors talk about behavioral finance more than they apply its insights? How do single stocks influence factor returns? The leading Enterprising Investor posts from last month address these questions and more.

Tax-Loss Harvesting: Should Investors Believe the Hype?

There is no shortage of hypothetical performance claims that suggest tax-loss harvesting strategies will significantly boost an investor’s after-tax returns.

Global Third-Party Research: An Industry in Crisis?

As research coverage stagnates globally, Europe sees a MiFID II blip.

The Myth of Volatility Drag (Part 2)

Should we banish "volatility drag" from our vocabularies?

The ETF at 25: Still Scratching the Surface, Says SPDR’s Jim Ross

Exchange-traded fund (ETF) pioneer Jim Ross talks with Paul Kovarsky, CFA, about how ETFs have evolved over the past 25 years and where he anticipates them heading in the years ahead.

Screams from a Burning Theater: Jeremy Gold on the Retirement Crisis

“Where are the screaming actuaries yelling in these burning theaters?” Jeremy Gold once asked. Gold passed away earlier this month, leading Heidi Raubenheimer, PhD, CFA, to recall his words and reflect on the state of the retirement crisis.



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