Practical analysis for investment professionals

Portfolio Management


Top 10 Posts from 2022: Fama and French, Damodaran, the Equity Risk Premium

In a wild year for markets and investing, what EI content most resonated with readers?

ESG (In)Efficiency

Passive ESG investing has become increasingly active. It’s time for a rethink.

The Six Stages of Asset Bubbles: The Crypto Crash

Investors can protect themselves from the next bubble by recognizing the trajectory that most follow.

Evaluating Benchmark Misfit Risk

How can we identify and measure a portfolio's benchmark misfit risk?

What Can AI Do for Investment Portfolios? A Case Study

One AI equity trading model hints at the technology's potential to transform investment management.

Managed Futures: A Risk-Off Solution?

If Treasuries no longer fulfill their traditional role, what other strategies or asset classes can enhance diversification and deliver consistent returns?

Frontier and Emerging Markets: Inflection Points

Should we be adjusting our allocations to emerging or frontier markets?

Private Markets: Guardians at the Gate?

Regulatory reform in the private markets should focus on five areas.

Every Day Is Tax Day: Five Tax Strategies for HNW Clients

Our clients' taxes and the tax-savings strategies we can devise for them should be on our minds year-round.