Standards, Ethics & Regulations (SER)
Risk management at banks — especially in a post-financial-crisis world — is a topic of critical importance to investors and regulators.
How do we test how environmental, social, and governance (ESG) investing returns compare to those of similar traditional investments? The simplest way is to look at bonds.
What does the recent performance of gender lens funds look like and how much variation is there among them?
The New Stock Market is a truly impressive achievement.
How do we as fiduciaries approach investment governance?
In whose interest should companies be run? Luigi Zingales shared his thoughts at the 2019 CFA Institute Seminar for Global Investors.
David R. Koenig's Governance Reimagined "focuses on the 'why' and 'how' of governance rather than the 'what' that is delivered by other guidebooks."
What role do asset owners have to play in environmental, social, and governance (ESG) investing?
Do companies with high environmental, social, and governance (ESG) ratings outperform their lower-ranked counterparts?
To paraphrase Richard Thaler, all finance is behavioral. In the same spirit, all investment management should be goals-based.