Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


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.

Gender Lens Equity Funds: The First Major Test

How did gender lends funds perform amid the pandemic and economic downturn of the first quarter?

Race and Inclusion Now: Action Points for Investment Management

How can the investment management industry better embrace diversity?

Create Trust!

The obligation to act honestly and with competence must be the core of every financial service.

Shareholder Activism in Japan

Shareholder activism has been on the rise in Japan. Will that continue in the post–COVID-19 world?



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