Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


When Can We Stop Talking about ESG?

Mary Jane McQuillen believes ESG concerns are central to, not separate from, the investment decision-making process.

The Upright Project and the Quest for Net Impact

In the era of environmental, social, and governance (ESG) integration and sustainable investing, how good are we at measuring impact?

Women and Wealth: Three Findings and Their Risks

What are the major takeaways from a decade of researching women and finance?

The Norwegian Oil Fund: An Embarrassment of Riches

Knut Anton Mork shared his insights into the foundation, growth, and future of the Norwegian Oil Fund.

How to Read Financial News Redux: The Complete Series

How should you approach financial news? Robert J. Martorana, CFA, shares his advice.

India and the ESG Challenge

Climate change is for real and in India the challenge is particularly grave, Navneet Munot, CFA, writes.

Suddenly Single: How to Plan with Female Clients

We all start out single and most women, whether they marry or not, will end up that way. Barbara Stewart, CFA, considers the implications.

Veterans and Finance: The Value Proposition

Won Palisoul talks to Jim Cemprola about what veterans can do for finance and what finance can do for veterans.

Book Review: Risk Management Competency Development in Banks

Risk management at banks — especially in a post-financial-crisis world — is a topic of critical importance to investors and regulators.



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