Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


Culture Checklist: One Firm, Eight Boxes, 10 Successful Years

Building and maintaining a healthy culture over the long term isn't easy, but one firm's success story offers some valuable lessons.

Gender Lens Funds: Ups and Downs for Women in the Workforce

The third quarter was an eventful one for gender lens investing as well as women in leadership (WIL) in the financial sector and elsewhere.

Myths of Private Equity Performance: Part I

"In private markets, no one can figure out your true performance."

The ESG Performance Paradox

Without strong fiduciary standards, ESG may become an excuse for fund managers to underperform and charge higher fees.

How to Read Financial News: Home Country, Confirmation, and Racial Bias

We all have biases and blind spots, and it helps to listen to people who see things differently.

Living with Risk: The COVID-19 Iceberg

Utilitarian calculus is not the right lens through which to view the COVID-19 dilemma. It is the only lens.

Don’t Overlook Accounting Comparability

Low accounting comparability can be costly for both firms and managers.

Book Review: Achieving Investment Excellence

Achieving Investment Excellence is a comprehensive guide to the roles and responsibilities for trustees and board members.

Why Bother with Consultation Papers?

By giving our feedback, we can stand up for and speak out on three core advocacy principles.



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